HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX QPennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 IX AFP (88-13)
PO BOX 288601
HARRISBURG PA 17128-0681
DATE 03-24-2014
ESTATE OF PAXTON WALTER N
DATE OF DEATH 09-03-2013
FILE NUMBER 21 13-1012
COUNTY CUMBERLAND
OTTO III IVO V
ACN
10 E HIGH ST APPEAL DATE: 05-23-2014
CARLISLE PA 17013-3015 (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 C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT,_ALLOWANCE_OR_
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PAXTON WALTER NFILE NO. :21 13-1012 ACN: 101 DATE: 03-24-2014
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,
submit the upper portior
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 27,172. 05
6. Jointly Owned Property (Schedule F) (6) 100.57
7. Transfers (Schedule G) (7) 1,225.51
S. Total Assets (8) 28,498. 13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,344.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 624.48
11. Total Deductions (11) 2,968.98
12. Net Value of Tax Return (12) 25,529. 15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 255,529. 15
o
NOTE: �� -If an assessment was issued previously, Lines 14, 15, 16, 17, Y8 and/orb K�1 9
:T
reflect figures that include the total of all returns assessed 20Q1ate. 3 Grn7 0
ASSESSMENT OF TAX: :10
63 s
fl
15. Amount of Line 14 at spousal rate (15) .00 X WO ' n S -4 B8
16. Amount of Line 14 taxable at lineal rate (16) pg.ri79- 1F X 4�5D ti X.14
17. Amount of Line 14 at sibling rate (17) - nn X 1� CO) ^�
18. Amount of Line 14 taxable at collateral rate
a` rl(18) .DO X 1C9 - -n
19. Principal Tax Due d `1 14
TAX CREDITS: "' r- r71
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID ,"O W O
GATE NUMBER INTEREST/PEN PAID (-) ✓y.' 0
11-21-2013 CDO18431 57.44 1,091.37
TOTAL TAX PAYMENT 1,148.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
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.