HomeMy WebLinkAbout02-19-13NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
BUREAU OF INDIVIDUAL TAxES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX OIV ISION
PU BOX 280601
HARRISBURG PA 1]128-0601
RECORDED OFFICE OF"
REGIS i ER OF ~lLLS
1613 FE8 19 P'1 1~ 32
JOHNNA J KOPECKY ESq
Lzo souTH sr CLERK OF
HARRISBURG PA 1Q~~}}(jp~j0 COURT
CUMBERLAND CO., PA
~ pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP (09 -12)
DATE 02-11-2013
ESTATE OF WERTZ ISRAEL G
DATE OF DEATH 12-01-2011
FILE NUMBER 21 12-0058
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-12-2013
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
L COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --- - ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-11) NOTICE OF IN HERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WERTZ ISRAEL GFILE N0.:21 12-0058 ACN: 101 DATE: 02-11-2013
TAX RETURN WAS: (X7 ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON• ORIGINAL RETURN
1. Real Estate CSChetlule A) (17 95,000.00
2. Stocks antl Bontls (Schedule B) (27 .OO
3. Closely Held Stock/Partnership Interest (Schedule C7 (3) .00
4. Mortgages/Notes Receivable (Schedule D) (47 .OO
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E7 (57 47,352.93
6. Jointly Owned Prppa rty CSChetlule F) (6) 5,972.67
7. Transfers (Schedule G) (77 .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
e. Total Assets CS) 148.325.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSChetlule H) (g) 7.792.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8.760.31
11. Total Deductipns (11) 16,552.35
12. Net Value of Tax Return (12) 131,773.25
13. Charitable/GOVernmenkal Beduests; Non-elected 9113 Trusts (Schedule J) (lg) .00
14. Net Value pf Estate Subject to Tax (14) 131,773.25
NOTE: If an assesssent was issued previously. Lines 14. 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rake (15) .00 7( 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) 13 1 -773-2~ X 045 = 5,929.79
17. Amount of Line 14 at sibling rate (177 -OD X 12 - .00
18. Amount of Line 14 taxable at collateral rata (187 .00 X 15 = .00
19. Principal Tax Due (19)= 5,929.79
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-26-2012 CD016437 .00 4,200.00
11-29-2012 CD016864 12.62- 1,742.69
TOTAL TAX PAYMENT 5,930.07
BALANCE OF TAX DUE .28CR
INTEREST AND PEN. .00
TOTAL DUE .28CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, VDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.