HomeMy WebLinkAbout08-29-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Bfl�\7��
PO BOX 280601 " DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 IX AFP COB-13)
HARRISBURG PA 17128-0601
DATE 09-01-2014
ESTATE OF WINKELER JOAN R
DATE OF DEATH 09-09-2013
FILE NUMBER 21 13-1021
WINKELER SUSAN J COUNTY 21CUMBERLAND
ACN 101
PO BOX 1122 APPEAL DATE: 10-31-2014
BERKELEY SPRINGS WV 25411-9122 (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 --__ 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WINKELER JOAN RFILE NO. :21 13-1021 ACN: 101 DATE: 09-01-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 235,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 206,007.24 credit to your account,
S. Closely Held Stock/Partnership interest (Schedule L) (3) . 00 submit the upper portior 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) 84,602.83
6. Jointly Owned Property (Schedule F) (6) 2,012.50
7. Transfers (Schedule G) (7) 757,448.98
8. Total Assets - (8) 1 .285,071 .55
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 47.971 .09
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 648.92
11. Total Deductions (11) 48,620.01
12. Net Value of Tax Return C12) 1,236,451 .54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,236,451 .54
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 dat'%.
ASSESSMENT OF TAX: n o� 70
s r n
15. Amount of Line 14 at spousal rate (15) . 00 60 0
16. Amount of Line 14 taxable at lineal rate (16) 1 .736.4ri1 _1;4 =45 5�P64M.32
17. Amount of Line 14 at sibling rate (17).. -nnrX -T2 00
18. Amount of Line 14 taxable at collateral rate C18) .00 rrx = N !71171 . 00
19. Principal Tax Due '?:- C,y19y-- 5�'6 — 32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) ��� p �7 Z3 -
AMOUNT PAID C.
DATE NUMBER INTEREST/PEN PAID C-) C_
12-02-2013 CDO18466 2,782.02 551000-000-1 ~ r 71'1
C ) (!1 On
N
TOTAL TAX PAYMENT 57,782.02
BALANCE OF TAX DUE 2,141 .70CR
INTEREST AND PEN. . 00
TOTAL DUE 2,141 .70CR
• 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. `\()