HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAXI pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX -
REV-1547 IX AFP (03-13)
PO BOX 200601
HARRISBURG PA 17128-0601
RECORCC'n 071 '^= CF
DATE 09-23-2013
REM . .S ESTATE OF WOLFE ANNA
q C n DATE OF DEATH 10-28-2012
613 S_' 30 P 0 i� 3 FILE NUMBER 21 13-0056
SHUGHART KATHY M „ COUNTY CUMBERLAND
C�L'Rn C,• ACN 101
27 S ARLENE ST APPEAL DATE: 11-22-2013
PO BOX 6315 ORPHANS' COURT (See reverseside under Objections)
HARRISBURG WABFIR�j1&ILO., PA Amount Remitted
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--4--
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WOLFE ANNA FILE N0. :21 13-0056 ACN: 101 DATE: 09-23-2013
TAX RETURN WAS: I X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Int¢rest (Schedule C) (3) .00 submit the upper Portion
of this form With your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 32,785.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 61 ,029.00
8. Total Assets (a) 93.814. 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 6.259.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12.390. 00
11. Total Deductions (11) 18,649.00
12. Net Value of Tax Return (12) 75,165.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 75,165.00
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 00 = .DO
16. Amount of Line 14 taxable at lineal rate (16) 79;.14r nn X 045 - 3,382.42
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,382.42
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-09-2013 CDO17852 .00 3,382.42
TOTAL TAX PAYMENT 3,382.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
t 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.