HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX W
pennsylvania
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 04-14-2014
ESTATE OF WETZEL MARY E
DATE OF DEATH 06-02-2012
FILE NUMBER 21 13-0802
COUNTY CUMBERLAND
HUGHES ESQ JAMES D ACN 101
354 ALEXANDER SPRING RD APPEAL DATE: 06-13-2014
CARLISLE PA 17015-7451 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WETZEL MARY EFILE NO. :21 13-0802 ACN: 101 DATE: 04-14-2014
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,
00 submit the upper portion
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,442. 15
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 9.442. 15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .821 . 12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 40 .138.60
11. Total Deductions (11) 41 ,959.72
12. Net Value of Tax Return (12) 32,517.57-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax ('14)' 32,517.57-
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 4C8 and/or--J9 39 w
ix
reflect figures that include the total of all returns assessedy-�t6:)date., r7l o
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X =:=C> V1 0
16. Amount of Line 14 taxable at lineal rate (16) - RD X r0*+Se=T F rn r
N
17. Amount of Line 14 at sibling rate (17) -U0 X `2V)=���0 ,
18. Amount of Line 14 taxable at collateral rate (18) .00 X LF5n= :n
19. Principal Tax Due CX1�
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) -0 r p
AMOUNT PAID >. C.1 (n T
DATE NUMBER INTEREST/PEN PAID (-] Cn
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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.