HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF InnlvlDUaL razes APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
B REEAU OF IN IVID A OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF WERNER MARY E
DATE OF DEATH 07-15-2013
FILE NUMBER 21 13-0785
COUNTY CUMBERLAND
SHEELY ESq ANDREW C
ACN 101
127 S MARKET ST APPEAL DATE: 05-23-2014
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 Amount Remitted I-----i�
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 (08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WERNER MARY EFILE N0. :21 13-0785 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) 393,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your
A. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 49,250.91
6. Jointly Owned Property (Schedule F) C6) '00
7. Transfers (Schedule G) (7) 298,682.92
8. Total Assets (8) 740.933.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)_ 19.955.25
30. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 8.120 .57
11. Total Deductions (11) 28,075.82
12. Net Value of Tax Return (12) 712,858.01
13. Charitable/Governmental Bequests; Non-eleoted 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 712,858.01
N
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,C48 and/o:B19 :�3il {
reflect figures that include the total of all returns assessed tS date. n n
ASSESSMENT OF TAX: C�C�,,� o
15. Amount of Lino 14 at spousal rate (15) .00 XT5 9 cf) 1
16. Amount of Line 14 taxable at lineal rate C16) 719 Br,R- nI X2DeS E— rsa2,048n%1
,
17. Amount of Line 14 at sibling rate (17) .nn x:01 t;
18. Amount of Line 14 taxable at collateral rate (18) .00 X 5- `T —n �n 'ifl0
19. Principal Tax Due �C9) -92,0.-852I
TAX CREDITS: O c f.�.
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID -0
DATE NUMBER INTEREST/PEN PAID (-} 3>
10-10-2013 CDO18235 1,578.95 301000.0a
11-22-2013 CDO18459 .00 499.71 '
TOTAL TAX PAYMENT 32,078.66
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
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. \�