HomeMy WebLinkAbout04-20-15 NOTICE OF INHERITANCE TAX rx-L— Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Q-0 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 REC;QRDED OFFICE OF
HARRISBURG PA 17128-06 1
REGISTFr� C) SII
S
I DATE 04-20-2015
?,0!5 APR 20 PM 1 19 ESTATE OF WIGBELS LAWRENCE G
DATE OF DEATH 09-01-2013
FILE NUMBER 21 13-1090
CLEC,", OF COUNTY CUMBERLAND
CONFAIORPHAN SISOSA.W H ACN 101
2331ST CJfJ
APPEAL DATE: 06-19-2015
CAMP HILL PA 17011-4642 (See reverse side under Objections)
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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REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WIGBELS LAWRENCE GFILE N0. :21 13-1090 ACN: 101 DATE: 04-20-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 330,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,271.86 credit to your account,
00 Submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 261,996.05
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 674,971 .24
8. Total Assets (8) 1 ,272,239.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,336.52
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 54,971.23
11. Total Deductions (11) 87,3'07.75
12. Net Value of Tax Return (12) 1,184,931.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00--
14.
0014. Net Value of Estate Subject to Tax (14) 1,184,931.40
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) 1 J 84,951 -40 x 045 = 53,321.91
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)= 53,321.91
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-26-2013 CDO18451 1P521.05 28,900.00
11-26-2013 CDO18452 1,145.05 23,500.00
TOTAL TAX PAYMENT 55,066.10
BALANCE OF TAX DUE 1 ,744. 19CR
INTEREST AND PEN. .00
TOTAL DUE 1,744.19CR
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.