HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX "' pennsylvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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 03-17-2014
ESTATE OF WOLFF DORIS A
DATE OF DEATH 02-13-2013
FILE NUMBER 21 13-0237
COUNTY CUMBERLAND
PLACEY ESQ RICHARD L ACN 101
3621 N FRONT ST APPEAL DATE: 05-16-2014
HARRISBURG PA 17110-1533 (See reverse side under Objections)
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 (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WOLFF DORIS AFILE NO. :21 13-0237 ACN: 101 DATE: 03-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 239,700.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 198,469.79
6. Jointly Owned Property (Schedule F) (6) 10,044.35
7. Transfers (Schedule G) (7) 14,601 .49
8. Total Assets (8) 462.815.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23.073.58
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1D) 13,554.84
11. Total Deductions (11) 36,628.42
12. Net Value of Tax Return (12) 426,187.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 426,187.21
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 = r,) . DO
�J
16. Amount of Line 14 taxable at lineal rate (16) . 00 XIR 5 = '40,$3
Ll
17. Amount of Line 14 at sibling rate (17) 915.593.61 X RS1= 25,8TV
R
18. Amount of Line 14 taxable'at collateral rate (18) 210,593.60 X 56,'t1
19. Principal Tax Due y 5a,46-0
TAX CREDITS: Cil
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) 50C' .n.T
05-02-2013 CDO17541 2,631 .58 50,000.0 - i W f==r"T-1
11-12-2013 CDO18390 .00 4,828.77 (V ��O
TOTAL TAX PAYMENT 57,460.35
BALANCE OF TAX DUE .08CR
INTEREST AND PEN. .00
TOTAL DUE .08CR
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.