HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX 1'@R,�r pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE 06 rax orvlsloN OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601 ' ')
HARRISBURG PA 17128-0601 RECORDED OFFICE OF '
REGISTER OF WILLS DATE 09-09-2014
ESTATE OF WILEY GEORGE W
?019 SEP 9 PP1 3 01 DATE OF DEATH 10-21-2013
FILE NUMBER 21 14-0423
C ERh OF COUNTY CUMBERLAND
HALBRUNER ESQ MARKORPHFt S' COJRT ACN APPEAL DATE: 11-08-2014
2109 MARKET ST
CAMP HILL PAPOffiL t xis c n. Pry (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
REV-1547 EX AFP (08-_13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILEY GEORGE WFILE NO. :21 14-0423 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) .00 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/Misc. Personal Property (Schedule E) (5) 1 ,804.64
6. Jointly Owned Property (Schedule F) C6) 11 ,123.40
7. Transfers (Schedule G) C73 31,925.36
S. Total Assets (8) 44.853.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 515.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions Ill) 515. 00
12. Net Value of Tax Return C127 44,338.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) . 00
14. Net Value of Estate Subject to Tax (14) 44,338.40
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 DO = ,00
16. Amount of Line 14 taxable at lineal rate (16) 44.33R _4n X 045 = 1,995.23
17. Amount of Line 14 at sibling rate (17) - nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 1,995.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-29-2014 (0019092 . 00 1,995.23
TOTAL TAX PAYMENT 1,995.23
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.