HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX e
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 17pennsytvania
DEPARTMENT OFREVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF WALLACE LOIS W
DATE OF DEATH 01-21-2013
FILE NUMBER 21 13-0132
COUNTY CUMBERLAND
WAGNER KEITH D ACN 101
6 E MAIN STREET APPEAL DATE: 04-18-2014 - -
PO BOX 323 (See reverse side under Objecdons)
PALMYRA PA 17078-0323 Amount Remitted
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 4---
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALLACE LOIS WFILE NO. :21 13-0132 ACN: 101 DATE: 02-17-2014
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.
00 Submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 178,806. 18 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 732,820.57
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 911 ,626,75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 46.931 .20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 28.166.69
11. Total Deductions (11) 75,097.89
12. Net Value of Tax Return (12) 836,528.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 418.264.44
14. Net Value of Estate Subject to Tax C147 418,264.42
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 DO = .00
16. Amount of Line 14 taxable at lineal rate (16) - DD X 045 = r .00
17. Amount of Line 14 at sibling rate (17) OD X 12-t'. .00'J
18. Amount of Line 14 taxable at collateral rate (18) 418,264.42 X 15:_'� 62.,739:66
19. Principal Tax Due (1g:) 62.739.'66•
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) 1
AMOUNT PAI➢
GATE NUMBER INTEREST/PEN PAID C-)
04-11-2013 CDO17439 3,136.98 60,000.00r- -
C.J O
TOTAL TAX PAYMENT 63, 136.98
BALANCE OF TAX DUE 397.32CR
INTEREST AND PEN. .00
TOTAL DUE 397.32CR
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. `�
Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1687 EX AFP (12.13)
INHERITANCE TAX DIVISION
PO 280601 STATEMENT OF ACCOUNT
HARRISBURG BURG PA 17128-0601
DATE 03-31-2014
ESTATE OF WALLACE LOIS W
DATE OF DEATH 01-21-2013
FILE NUMBER 21 13-0132
COUNTY CUMBERLAND
WAGNER KEITH D ACN 101
6 E MAIN STREET
Amount Remitted
PO BOX 323
PALMYRA PA 17078-0323 _
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this farm with your tax Payment.
CUT ALONG THIS LINE --i RETAIN LOWER PORTION FOR YOUR RECORDS 4—
_ _ _ _ _ _ _ _ _ _ _ _ _-_ _ _ . . _ - _ _ . . . _ _ _ . . . _ _ _ _ . _ _ _ _ _ - _ _ _ _ _ _ _ _ _ . _ _ _ _ _ . _ _ - _ _ - - - - -
REV-1607 EX AFP C12-13) x"*x- INHERITANCE TAX STATEMENT OF ACCOUNT B�■
ESTATE OF:WALLACE LOIS W FILE NO. : 21 13-0132 ACN: 101 DATE: 03-31-2014
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE,
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-10-2014
PRINCIPAL TAX DUE: 62,739.66
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) C') s
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID a rn cc->
;;g O
04-11-2013 CDO17459 3,136.98 60,000. 00 = C.> p
03-12-2014 REFUND .00 397.32- Z r- M o
7
0
O
ED t7 O O *i
C) -n
r m
r
w C>
co
TOTAL TAX PAYMENT 62,739.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
.00
* IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS. 0