HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX "1 , . pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-22-2015
RECORDED OFFICE OF ESTATE OF WAGGONER MARION E
REGISTE,7' C '.71LLS DATE OF DEATH 05-11-2014
FILE NUMBER 21 14-0497
7JUN 30 PN 3 SO COUNTY CUMBERLAND
LEHMAN JENNI ACN 101
STE 202APPEAL DATE: 08-21-2015
2080 LINGLESTOWN RD G� tt`� G� (See reverse side under Objections)
HARRISBURG PA 171UP4-k7OS COURT Amount Remitted
CUMBEE R,L-AM "(D., PA 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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAGGONER MARION EFILE NO. :21 14-0497 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 139,879. 12 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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 60,954.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 200,834.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,402.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11 ,714.81
11. Total Deductions (l 1) 39,116.89
12. Net Value of Tax Return (12) 161 ,717. 14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 101 .13 2.7 6
14. Net Value of Estate Subject to Tax (14) 60,584.38
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) - fly 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) 60,584.38 X 15 = 9,087.66
19. Principal Tax Due (19)= 9,087.66
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-05-2015 CD020217 .00 9,087.66
TOTAL TAX PAYMENT 9,087.66
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. `\�