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HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX C pennsyLvarna 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 RECORDED O E FI C E OF REGIST`i� `1Ot- �3,i )E 08-24-2015 1 ESTATE OF WOLF THEETTA P ?015 AUG 26 ` APE OF DEATH 07-04-2014 TAPE NUMBER 21 14-0684 SLE, ; OF COUNTY CUMBERLAND SCHRACK III ESQWILLIAM D ACN 101 124 W HARRISBURG ST ORPHAN T APPEAL DATE: 10-23-2015 D I L L S B U R G PA 17 019 C U M B E R L f,`;j) >>_` , (See reverse side under Objections) Amount Remitted 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 (-- -------------- ----------------- -- ----- - - - -- --- - -------------- REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WOLF THEETTA PFILE NO. :21 14-0684 ACN: 101 DATE: 08-24-2015 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) 140,200.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 3,25 7.77 credit to your account, 0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 0,36 3.57 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 153,821 .34 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,41 0.48 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,197.8 7 11. Total Deductions (11) 27,608.35 12. Net Value of Tax Return (12) 126,212.99 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 126,212.99 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 C16) -(In x 045 = .00 17. Amount of Line 14 at sibling rate (17) nn X 12 = .00 18. Amount of Line 14 taxable at collateral rate C18) 126,212.99 X 15 = 18,931 .95 19. Principal Tax Due (19)= 18,931 .95 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) INTEREST IS CHARGED THROUGH 09-08-2015 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 18,931.95 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 243.73 TOTAL DUE 19,175.68 * 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) j M- penn$ytvanla INHERITANCE TAX ?` DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES POW 280601 HARR B PA 17128-0601 DECEDENTS NAME FILE NUMBER Theetta Wolf 2114-0684 REVIEWED BY ACN Alan —Agent 99 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES G 1-2 The requested items have been separately billed. ROW Page 1