HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT. ALLOWANCE OR DISALLOWANCE Z7pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF WOLCOTT LYDIA H
DATE OF DEATH 01-29-2014
FILE NUMBER 21 14-0260
COUNTY CUMBERLAND
KRUSEN KURT ACN 101
137 S LEWISBERRY RD APPEAL DATE: 11-21-2014
MECHANICSBURG PA 17055-6027 (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 t-
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REY-1547 EX AFP COS-13} NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WOLCOTT LYDIA HFILE NO. :21 14-0260 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C J CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2.. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest CSehadule C1 (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) . 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 317,691 .00
B. Total Assets (e) 317,691 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,456.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 20 .106. 00
11. Total Deductions (11) 26,562.00
12. Net Value of Tax Return (12) 291 ,129.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax n C14) ° 29�1?11 9.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 1% T8 andt,,gr @11
reflect figures that include the total of all returns asses§�2 dvt�da410. cn
ASSESSMENT OF TAX: ' ( T
15. Amount of Line 14 at spousal rate (15) •00(-7( '�1�om= -1: - - t^0 .DO
16. Amount of Line 14 taxable at lineal rate (16) -nn- X X045 ==
17. Amount of Line 14 at sibling rate (17) -DO=X 1,2 - � _0
18. Amount of Line 14 taxable at collateral rate (18) 291 ,129.00'X `15 )= t= 4
19. Principal Tax Due 4376911).00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-29-2014 CDO19086 2,183.45 41 ,486.00
TOTAL TAX PAYMENT 43,669.45
BALANCE OF TAX DUE .45CR
INTEREST AND PEN. .00
TOTAL DUE .45CR
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE 4�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.