HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX ] pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE @�►i�fi
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601 /�/� /� /�
HARRISBURG PA 17128-0601 RECORDED O r IM E O F
REG1:') Mtn OF € S DATE 06-04-2013
;�
ESTATE OF WONDERS LESTER E
Z(M VIP pp Jl Ii!I _-. �!IJ DATE OF DEATH 07-14-2012
FILE NUMBER 21 12-0811
CLERK C.- COUNTY CUMBERLAND
EDMUND G MYERS Ci1f hi1a[IS' �- ACN 101
301 MARKET ST APPEAL DATE: 08-03-2013
PO BOX 109 CUMBERLA'; (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remitted I - __1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE --- RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WONDERS LESTER EFILE NO. :21 12-0811 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 150,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 ,083.58 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 245,869.25
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 396,952.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24.295.41
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 4.959.31
11. Total Deductions (11) 29,254.72
12. Net Value of Tax Return (12) 367,698. 11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 36.769.81
14. Net Value of Estate Subject to Tax C14J 330,928.30
NOTE: If an assessment 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 rate (15) .00 X BB = .00
16. Amount of Line 14 taxable at lineal rate C16) 33n-99R-3n X 045 = 14,891 .77
17. Amount of Line 14 at sibling rate (17) . nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 14,891 .77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-11-2012 CDO16629 421 . 05 81000.00
04-10-2013 CDO17434 . 00 6,470.72
TOTAL TAX PAYMENT 14,891 .77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.