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HomeMy WebLinkAbout11-10-14 pennsyLvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXESffbNOTICE OF INHERITANCE TAX i-i—I INHERITANCE TAX OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E)( AFP (08-13) PO BOX 280601 ff '�DED OFFICE OF HARRISBURG PA "TrTST-ER OF ','!LLS DATE 11-10-2014 L7 G 19 N1 0 U 10 PM 12 54 ESTATE OF WYRICK JOYCE E DATE OF DEATH 11-18-2013 C L E FILE NUMBER 21 13-1291 • COUNTY CUMBERLAND ZULLIN"HANS'iO'E`L'J'k* 1_ R ACN 101 STE WMBERLAND APPEAL DATE: 01-09-2015 14 N MAIN ST (See reverse side under Objections) CHAMBERSBURG PA 17201-1814 Amount Remittedl MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS I COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR-YOUR-RECORDS- 4-- R-i:-1-54-7--Ei--A-F-P-i-0-8--i-3-)-�6-T-I-Ci--O-F-i-N-H-Ei-I-T-A�i-E-ii-X--A��-RA-Ii-E-ME;i-,--AEE0-Wi;-C-E-6i--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WYRICK JOYCE EFILE NO. :21 13-1291 ACN: 101 DATE: 11-10-2014 TAX RETURN WAS. ( X) ACCEPTED AS FILED CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 112,452.65 NOTE: To ensure proper 2. Stocks and Bonds (Schedule 8) C2) 96,901 .70 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 83,152.98 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 317,443.04 B. Total Assets (8) 609,950.37 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,517.55 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,125.71 11. Total Deductions (11) 29,643.26 12. Net Value of Tax Return (12) 580,307.11 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 580,307.11 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 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) 9;Rn.An7_ 11 x 045 = 26,113.82 17. Amount of Line 14 at sibling rate (17) -01), x 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00 19. Principal Tax Due (19)= 26,113.82 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-14-2014 CDO18773 1,147.50 21,802.50 07-07-2014 CDO19396 .00 3,163.82 TOTAL TAX PAYMENT 26,113.82 BALANCE OF TAX DUE ._00 INTEREST AND PEN. .00 TOTAL DUE .00 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.