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 %7
PO BOX 2606o1 - REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 12-16-2013
REGISTER OF WILLS ESTATE OF WHEELERKRESSLER DOROTHY E
q ;;�� DATE OF DEATH 03.29-2013
1f 13 (SEC 13 FI I 7 201 FILE NUMBER 21 13-0405
COUNTY CUMBERLAND
GRIFFIE - BRADLOFtEMK OF ACN 101
200 N HANOVER
STO n110"f APPEAL DATE; 02-14-2014
CAR L I S L E (See reverse side under Objections)
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GO., Pt'+ Amount Remitted- - -�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --I, RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-2547 EX AFP C0B'13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHEELERKRESSLER DOROTHY EFILE NO. :21 13-0405 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. Stooks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (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) 46,906.28
6. Jointly Owned Property (Schedule F) (6) .DO
7. Transfers (Schedule G) (7) 272,345.86
B. Total Assets (B) 319,252. 14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule N) (9) . 8,694.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,667.20
11. Total Deductions (11) 10,362.04
12. Net Value of Tax Return (12) 308,890.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 308 890. 10
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 = .00
16. Amount of Line 14 taxable at lineal rate (16) A,nR.R9n. In X 045 = 13,900.05
17. Amount of Line 14 at sibling rate (17) ,,00 X 12 = .00
19. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 13,900.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-28-2013 C 0017815 695.00 14,000.00
TOTAL TAX PAYMENT 14,695.00
BALANCE OF TAX DUE 794.95CR
INTEREST AND PEN. .00
TOTAL DUE 794.95CR
* 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. ^