HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX V I pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE )i C DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX TOW- 1 REV-1547 EX AFP (08-13)
PO BOX 280
HARRISBURG601 PA-1712RUDR D E D OFFICE OF
REGISTE," c)F V41LLS DATE 10-21-2014
ESTATE OF WERT JOHANNA E
?019 INT 20 FM 12 12 DATE OF DEATH 08-15-2013
FILE NUMBER 21 13-0934
OLE-, r COUNTY CUMBERLAND
GREENE E6R P H A�,t]ESS I CA: F ACN 101
STE Cl�m,'I;:pl APPEAL DATE: 12-20-2014
555 GE BU'RG_PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 Amount Remittedi
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WERT JOHANNA EFILE NO. :21 13-0934 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (l) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) C5) 125,772.20
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 125,772.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,900.01
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1,798.71
11. Total Deductions (11) 23,698.72
12. Net Value of Tax Return (12) 102,073.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 102,073.48
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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 (is) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1n?.1)73-46 x 045 = 4,593.31
17. Amount of Line 14 at sibling rate (17) -nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (ia) .00 x 15 = .00
19. Principal Tax Due (19)= 4,593.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-15-2013 CDO18405 229.67 4,832.98
TOTAL TAX PAYMENT 5,062.65
BALANCE OF TAX DUE 469.34CR
INTEREST AND PEN. .00
TOTAL DUE 469.34CR
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.