HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX „ pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF WOLFE PAXTON G
DATE OF DEATH 06-12-2013
FILE NUMBER 21 13-0724
COUNTY CUMBERLAND
BOGAR JAMES D
ACN
1 W MAIN ST APPEAL DATE: 09-12-2014
SHIREMANSTOWN PA 17011-6327 (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: WOLFE PAXTON GFILE NO. :21 13-0724 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 167,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 ,498,388.82 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/Mist. Personal Property (Schedule E) (5) 1 ,350 ,925.85
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 184,574. 09
8. Total Assets (8) 3.200 ,888.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 73.733.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) • 00
11. Total Deductions (11) 73,733.76
12. Net Value of Tax Return (12) 3,127, 155. 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 3, 127,155. 00
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) A-127. )rr.. nn X 045 = 140,721 .98
17. Amount of Line 14 at sibling rate (17) - n0 X 1 . 0onn
18. Amount of Line 14 taxable at collateral rate (18) .00 X 10
19. Principal Tax Due (19J qj l4 721
TAX CREDITS: -
PAYMENT RECEIPT DISCOUNT (+) �L'"�" N r.a.r-7
AMOUNT PAID U?,'
DATE NUMBER INTEREST/PEN PAID (-)
C ,
09-03-2013 CD018092 7,022.43 133,426.26 C)� �
03-03-2014 CDO18834 .00 273.29 .
C+
TOTAL TAX PAYMENT 140 ,721.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE .00
v 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.