HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 1W
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF WAGNER MARY K
DATE OF DEATH 08-24-2013
FILE NUMBER 21 13-0966
COUNTY CUMBERLAND
PETRIE CHARLES E ACN 101
3528 BRISBAN ST APPEAL DATE: 05-16-2014
HARRISBURG PA 17111-1803 (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 ___ 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1547 EX AFP C08-_13) NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE-OR----'-"'-""'
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAGNER MARY KFILE NO. :21 13-0966 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) • 00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) 83,135.48 credit to your account,
.OD submit the upper portioi
3. 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) 27,643.93
6. Jointly Owned Property (Schedule F) C6) 'DD
7. Transfers (Schedule G) (7) .00
8. Total Assets CS) 110.779.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .973.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 1,973.50
12. Net Value of Tax Return (12) 108,805.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 108,805.91
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 (I6) - n0 X t"5 = s�
17. Amount of Line 14 at sibling rate (17) no X 9CD= rR:
18. Amount of Line 14 taxable at collateral rate (18) 108,805.92 X 1 . '-,32 ',ti&33
19. Principal Tax Due
TAX CREDITS: ��}_ ' c_,�')
PAYMENT RECEIPT DISCOUNT C+) j;' --p '• -11
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID _ '2-+
C7
11-14-2013 CDO18395 816.04 15,504.85 W fn co CD
1.n
D N
N
TOTAL TAX PAYMENT 16,320 .89
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
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. \()\