HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX App (09-1 33
- PD BOX 280661
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 12-16-2013
REGISTER OF WILLS ESTATE OF WESLER ANNA F
DATE OF DEATH 12-17-2012
1013 DEC 13 Pfd 3 23 FILE NUMBER 21 13-0309
COUNTY CUMBERLAND
BRITCHER ADAM P
232 MARKET ST CLERK OF ACN APPEAL DATE: 02-14-2014
NEWPORT PiORHMSbWURT (See reverse side under Objections)
CUMBERLAND CO., Pfd Amount Remitted I---- ` I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - 10 RETAIN LOWER PORTION FOR YOUR RECORDS l--r
REY-1547 EX AFP {08-13] N07ZCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WESLER ANNA FFILE NO. :21 13-0309 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: ( 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,
submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3} 00 of this farm with Your
4, Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist, Personal Property (Schedule E) (5) 16,883. 16
6, Jointly Owned Property (Schedule F) (6) 14,088.37
7. Transfers (Schedule G) (7) 824.52
8. Total Assets (8} 31 ,796J5
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q}_ 14,249.69
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) 774.69
SL Total Deductions (11) 15,024.38
12. Net Value of Tax Return (12) 16,771.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 16,771.67
NOTE: If an assessment Has 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 = .00
16, Amount of Line 14 taxable at lineal rate (16) 16.771 -67 X 045 = 754.73
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)= 754.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-13-2013 CDO17325 36.44 692.27
09-13-2013 CDO18148 .00 26.03
TOTAL TAX PAYMENT 754.74
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. 100
TOTAL DUE . 01CR
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.