HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX ] pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Yi,fit+ DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601 REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF WERTZ RICHARD H
DATE OF DEATH 04-27-2013
FILE NUMBER 21 13-0540
COUNTY CUMBERLAND
OLSEN ESQ LINDA i ACN 101
STE 202 APPEAL DATE: 05-23-2014
2000 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 , 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-�
--_---5-4-7__-X--------- ------------------------------------- ---
REV-1547 EX AFP C08-13) NOTICE- OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
_ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF-: WERTZ RICHARD HFILE NO. :21 13-0540 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 75,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) 1 ,699.55 credit to your account,
.
3. 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/Misc. Personal Property (Schedule E) (5) 16, 145.55
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) C7) 14,428.06
8. Total Assets (8) 107,273. 16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20 .506. 10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 269.55
11. Total Deductions (11) 20,775.65
12. Net Value of Tax Return (12) 86,497.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ . 00
14. Net Value of Estate Subject to Tax (14) 86,497.51
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:
N
15. Amount of Line 14 at spousal rate (15) .00 X
16. Amount of Line 14 taxable at lineal rate C16) F14,497 51 x 645 9"
17. Amount of Line 14 at sibling rate (17) - n0 X 5 � G7 TD
18. Amount of Line 14 taxable at collateral rate (18) .00 X 7�f�J C'j U)
19. Principal Tax Due p'*9� Cn 890.
TAX CREDITS: D Cn v
Z - J� r:) -n
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID p 7 CD
DATE NUMBER INTEREST/PEN PAID (-) C,3 ' I
07-26-2013 CD017948 194.62 4,000.00.
1 M
r
n w CO C>
o.
TOTAL TAX PAYMENT 4,194.62
BALANCE OF TAX DUE1 302.23CR
INTEREST AND PEN. 1 .00
TOTAL DUE I 302.23CR
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.