HomeMy WebLinkAbout09-03-13 ���
l��'�,����~,{� NOTICE UF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL T� S f�' !�PPR� ENT, ALiOWANCE OR DISALLOWANCE DEPARTMENTOF REVENUE
INHERITANCE TAX DIVISION ���.`,,t""+'�NS AND ASSESSMENT OF TAX REV-1547 IX AFP CO3-13)
PO BOX 280601 ��� ��� =.>i<�+
HARRISBURG PA 17128-0601 ''� � �"��
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��� �,�� DATE 09-02-2013
Q�j� ��3�� � r �� ESTATE OF WERTZ GWYN M
���� �'��,�•�, � DATE OF DEATH 09-18-2012
�'��,,��� ��/�� FILE NUMBER 21 12-1325
�'�. COUNTY CUMBERLAND
MCCAL E B MAR�I N 'R�;,t� ACN 101
\ 219 E MAIN ST APPEAL DATE: 11-01-2013
P 0 B 0 X 2 3 0 (See reverse side under Objections)
MECHANICSBURG PA 17055-0230 A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTH�USE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS� LINE �-► RETAIN LOWER PORTION FOR Y�UR RECORDS �
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WERTZ GWYN MFILE N0. :21 12-1325 ACN: 101 DATE: 09-02-2013
TAX RETURN MIAS: C X) ACCEPTED AS FILED C ) CHAN6ED �- . _
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •�0 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnershfp Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) •0� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 25,36 7.12
6. Jointly Owned Property CSchedule F) �6� .0 0
7. Transfers CSchedule G) ��� 82,22b.89
s. Tota1 Assets c8) 107,594.O 1
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) �9� 10,4 1 6.28
10. Debts/Mortgage Liabilities/Liens tSchedule I) �lp� 24.066.47
11. Total Deductions C11) 34�482.75
12. Net Value of Tax Return C12� 73,111.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �13� .0 0
14. Net Value of Estate Subject to Tax � C14� 73s 111.26
NOTE: If an assess�ent was issued previausly, Lines 14, 15, 16, 17, 18 and/or �l9 will
reflect fi�ures that include the total of all returns assessed to date.
ASSESSMENT �F TAX:
15. An�cunt of t,ine 14 at spousal rate C15) 73,111.26 X 00 = .00
16. Amount of Line 14 taxable at lfneal rate C16) -�� X 045 = .0 0
17. Amount of Line 14 at sibling rate C17) -�� X 1 2 = .00
18. Apwunt of Line 14 taxable at collateral rate C18) .0 O X 15 = .0 0
19. Principal Tax Due C14�= .�0 0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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 CCR), YOU MAY BE DU �
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.