HomeMy WebLinkAbout12-08-14 NOTICE OF INHERITANCE TAX .` pennsylvarna
BUREAU OF IND IQ�� 4n�' Q ��� �iISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX OyVt �C14 DEDUCTIONS AND ASSESSMENT OF TAX
� N REV-1547 EX AFF t0$-13J
PO BOX 280601
HARRISBURG PA 17128- 1
M1 12 25 DATE 12-01-2014
ESTATE OF WERTZ EUGENE T
CLERK OF DATE OF DEATH 05-11-2013
ORPHANS COURT FILE NUMBER 21 13-0816
COUNTY CUMBERLAND
LIEB ESMUtAB`rER�-k`RRAN" Pt( ACN 101
STE 500 APPEAL DATE: 01-30-2015
409 N 2ND ST (See reverse side under Objections)
HARRISBURG PA 17101 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 l-
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WERTZ EUGENE TFILE NO. :21 13-0816 ACN: 101 DATE: 12-01-2014
TAX RETURN WAS: f ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 913,643.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. 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) 23.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 913,666.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,719.28
10. Debts/Mortgage Liabilities/Liens {Schedule 1) (10) .00
11. Total Deductions (11) 2,719.28
12. Net Value of Tax Return (12) 910,947.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) 910,947.53
14. Net Value of Estate Subject to Tax (14) .00
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) -0n X 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= •00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT t+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT ,00
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.
REV-1470 EX(01-10)
pennsytvania INHERITANCE TAX
w DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
PA 160
DECEDENT'S NAME FILE NUMBER
Eugene T. Wertz 2113-0816
REVIEWED BY ACN 101
C. Moyer
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Amounts passing in Trust for which an election to tax has not been made have been
moved to Line 13 of the Return.
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