HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE � . DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF WOOD GWENDOLYN E
DATE OF DEATH 03-26-2013
FILE NUMBER 21 13-0641
WOOD THOMAS E COUNTY CUMBERLAND
ACN
490 BRENTWATER RD APPEAL DATE: 11-21-2014
CAMP HILL PA 17011-2006 (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 -0, 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: WOOD GWENDOLYN EFILE NO. :21 13-0641 ACN: 101 DATE: 09-22-2014
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 CSchedule B) (2) 276,649.80 credit to your account,
00 submit the upper portio,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 30,327.01 _
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
8. Total Assets C8) 306.976.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4.428.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,406.30
11. Total Deductions (11) 7,834.51
12. Net Value of Tax Return (12) 299,142.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 11 .228.00
14. Net Value of Estate Subject to Tax (14) 287,914.30
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/pr, 19 will
reflect figures that include the total of all returns assessgg to date°- rn M
rn
ASSESSMENT OF TAX: n
15. Amount of Line 14 at spousal rate (15) .00 0 _ `J) Q 00
16. Amount of Line 14 taxable at lineal rate (16) ?R7.914_3n Xrl CT5n -012,*,5 ,14
17. Amount of Line 14 at sibling rate (17) - no x2 D2 _r\_3 00
18. Amount of Line 14 taxable at collateral rate (18) .00 Rwl�;; '_' 00
19. Principal Tax Due - (f9)=' —�12,-456t714
TAX CREDITS: F� n Y 3
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID "J r rr1
DATE NUMBER INTEREST/PEN PAID 26 --1 cn r O
06-06-2013 CD017714 605.26 11,500.00 tom+ -*t
05-08-2014 CDO19135 . 02- 850.90
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-09-2014 TOTAL TAX PAYMENT 12,956. 14
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.26
TOTAL DUE 9.26
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. (\v�\-}�/,