HomeMy WebLinkAbout08-29-14 NOTICE OF INHERITANCE TAX 1 J pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE EB. 7` DEPARTMENT OF REVENUE
INHERITANCE
806 TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX !I REV-1547 EX AFP (0e-13)
PO Box 2806 O1
HARRISBURG PA 17128-0601
DATE 09-01-2014
ESTATE OF WYNN GERALD F
DATE OF DEATH 07-25-2013
FILE NUMBER 21 13-0881
CAMERON JAMES D COUNTY 21CUMBERLAND
ACN
1325 N FRONT ST APPEAL DATE: 10-31-2014
HARRISBURG PA 17102-2629 (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 F
REV-1547 EX AFP (08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WYNN GERALD FFILE NO. :21 13-0881 ACN: 101 DATE: 09-01-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 163,930.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 71,667.48 credit to your account,
.
S. 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 85,194.60
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 320.792.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,033.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1g) 2,920.25
11. Total Deductions (11) 35,953.31
12. Net Value of Tax Return (12) 284,838.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 284,838.77
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: tttaaa rte,,
15. Amount of Line 14 at spousal rate (15) .00 X `QO = o ;90 16. Amount of Line 14 taxable at lineal rate (16) 9R6.RAR.77 X `top= .� ,81(9 4
17. Amount of Line 14 at sibling rate (17) -on X�2'0
18. Amount of Line 14 taxable at collateral rate (18) .00 X P 5 �S— m
19. Principal Tax Due r(MDdTi_CM ST 7 4
TAX CREDITS: z o O
PAYMENT RECEIPT DISCOUNT (+) Gj �D -;r -n
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID r-) O
� C= g -`�
10-07-2013 CDO18213 421 .05 8,000. 0 r M 04-23-2014 CDO19053 . DO 4,396.70 --1 I—
w Cn o
fV 'T1
TOTAL TAX PAYMENT 12,817.75
BALANCE OF TAX DUE .OlCR
INTEREST AND PEN. .00
TOTAL DUE . DICR
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. \�