HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTOF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP CO3-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-07-2013
ESTATE OF WENGER ROY C
. DATE OF DEATH 11-07-2012
FILE NUMBER 21 12-1235
ZULLINGER JOEL R COUNTY CUMBERLAND
STE 200 ACN APPEAL DATE: 12-06-2013
14 N MA I N S T (See reverse side under Objections)
CHAMBERSBURG PA 17201-1814 A�ount Re�itted�
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE �► RETAIN LOWER PORTIDN FOR YOUR RECORDS E-
REV-1547 EX AFP CQ2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WENGER ROY CFILE N0. :21 12-1235 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1� 61,896.19 NOTE: To ensurQ proper
2. Stocks and Bonds CSchedule B) �2? 1,224.7 2 credit to your account,
��� submit the upper portion
3. Closaly, Held Stock/Partnarship Interest CSchedule C) C3� of this form with your
4. Mortgagas/Notes Receivable CSchedule D) �y� ls5 0 0.'0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) c5� 6 4,7 9 l.g 6
6. Jointly Owned Property CSchedule F) C6� .0 0
7. Transfers CSchedule 6) ��� .0 0
8. Totsl Assets �
� C8) �,_��.412�77
APPROVED DEDUCTIONS AND EXEMPTIONS: "
�: � � � C�
9. Fun�ral Exp�nses/Ads. Costs/Misc. Expenses CSchedulo H) C9� � ""'� ;�1
-� '� �
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) `"� �
T� �
il. Total Doductions ti'�"" �� "J �2;988.:23
12. Nat Value of Tax Return ,,,,�`�"C1"'�� l �'i.`54
13. Charitable/GovQrnmental Bequests; Non-elected 9113 Trusts CSchedulQ J) C3 ---�+
�`l'l!4 ��_.��„ •-,-0�
14. NQt YaluQ of Estate Sub�ect to Tax � �1 j 1�,'�"14.54
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, �i�7,�...�t8 an�,�y9�ri11
reflect fiyures that include the total of all returns asses�ed to d�e. �
ASSESSMENT OF TAX:
15. Aaount of Line 14 at spousal rate t15) •0.0 X 00 = 0,0
.
16. Asount ot Line 14 taxabTe at lineal rate C16) ���•G74-�� X 045 a 5,239.10
17. Amount of Line 14 at sibling rste C17) _0 0 X 1 2 a .0 0
18. A+�ount �f Line 14 taxsble at collateral rate C18) .00 X 15 � - .00
19. Principal Tax Due C19)a 5,239.10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-04-20 CD017143 258.75 4,916.2
07-19-2013 CD017916 .00 66.35
Tt3TAL TAX PAYMENT 5,241.35
BALANCE OF TAX DUE 2.25CR
INTEREST AND PEN. .00
TOTAL DUE 2.25CR
* 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 REYERSE SIDE FOR INSTRUCTIONS. vJ