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Home My WebLink About05-20-14 NOTICE OF INHERITANCE TAX 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 05-19-2014 ESTATE OF TROUTON ARLENE L DATE OF DEATH 10-08-2013 FILE NUMBER 21 13-1104 COUNTY CUMBERLAND THOMAS R M ACN 101 101 S MARKET ST APPEAL DATE: 07-18-2014 MECHANICSBURG PA 17055-6328 (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------------RETAI --- 1 --RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TROUTON ARLENE LFILE NO. :21 13-1104 ACN: 101 DATE: 05-19-2014 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) 950,115.69 credit to yout,,Vccount, SAO submthe upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of tlr�-3-3 forte per your 4. Mortgages/Notes Receivable (Schedule D) - (4) -r0� tax pay menL..I O 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 44,497:12%U Z3 O 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 239,154.,-`5'7Z m ril B. Total Assets 1 .233.-76R7a 28 APPROVED DEDUCTIONS AND EXEMPTIONS: O 1 'T QQ T 4 "?1 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25.724 r3�k- ,r n ~ m 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .260•.4f9 fV � 11. Total Deductions +`flll IF.26 80 12. Net Value of Tax Return (12) 1 ,206,782.48 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00 14. Net Value of Estate Subject to Tax (14) 1 .206,782.48 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 (16) l .JnA.7R-7-4R X 045 = 54,305.21 17. Amount of Line 14 at sibling rate (17) -DO X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 54,305.21 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) - 01-06-2014 CDO18611 2,714.88 51,582.75 PAYMENT MUST BE MADE BY 07-08-2014X. TOTAL TAX PAYMENT 54,297.63 BALANCE OF TAX DUE 7.58 INTEREST AND PEN. .00 TOTAL DUE 7.58 * 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. `J pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13) INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT PO BOX 280601 HARRISBURG PA 17128-0601 DATE 05-12-2014 ESTATE OF SHEARER RAYMOND P DATE OF DEATH 02-26-2001 FILE NUMBER 21 13-1155 COUNTY CUMBERLAND OTTO IVO V ACN 101 10 E HIGH ST Amount Remittetl CARLISLE PA 17013-3015 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --I' RETAIN LOWER PORTION FOR YOUR RECORDS 4� REV-1607 EX AFP (12-13) INHERITANCE TAX STATEMENT OF ACCOUNT WON ESTATE OF:SHEARER RAYMOND P FILE NO. : 21 13-1155 ACN: 101 DATE: 05-12-2014 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-05-2014 PRINCIPAL TAX DUE: .00 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID ti DATE NUMBER INTEREST/PEN PAID C-) o � 73 r1l G7 �) r? O p mxn -c u) ::CI � �' ri ry rim o :.. :3 O C Z7 N r— M N—A (!7 O W � TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 + IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ` \(� NOTICE OF INHERITANCE TAX T 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 (OB-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 05-19-2014 ESTATE OF WERTZ DAVID F DATE OF DEATH 10-16-2013 FILE NUMBER 21 13-1169 COUNTY CUMBERLAND FLOWER THOMAS E ACN 101 10 W HIGH ST APPEAL DATE: 07-18-2014 CARLISLE PA 17013 (See reverseside 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 (— -------------------- ---------------------------------------------------------------- REV-1547 EX AFP (08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WERTZ DAVID FFILE NO. :21 13-1169 ACN: 101 DATE: 05-19-2014 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) [1) •00 NOTE: To era;ure pl�pbr 2. Stocks and Bonds (Schedule B) (2) 8,505. 10 C_credit to.I?zur accuynt, �s®mit the l,pp e'IJCtion 3. Closely Held Stock/Partnership InY¢r¢st (Schedule C) (3) .00 Cy7 this {gym w�(IDour 4. Mortgages/Notes Receivable (Schedule D) (4) •00 O7 t xeaym(i*yL. — O 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 105,694.82 N 6 :::u .0 0;a :r_ :-11 ran 6. Jointly Owned Property (Schedule F) (6) (A C7 5 O 7. Transfers (Schedule G) (7) OOV O ,•5 �, 8. Total Assets ( C -n 1 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule M) C9) 23,464. 11 ~ N r ITI 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,444.30 N (/7 O TI 11. Total Deductions (11) 33,908.41 12. Net Value of Tax Return (12) 80,291 .51 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 8.029. 15 14. Net Value of Estate Subject to Tax (14) 72,262.36 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 (16) 72.242 A4 x 045 = 3,251 .81 17. Amount of Line 14 at sibling rate (17) -n0 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 3,251 .81 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 01-08-2014 CDO18625 162.59 3,484.60 TOTAL TAX PAYMENT 3,647. 19 BALANCE OF TAX DUE 395.38CR INTEREST AND PEN. .00 TOTAL DUE 395.38CR * 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. 7�v