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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r;--,,",i-I'!'lHCE OF INHERITANCE TAX
ApP~AISEMENT. ALLOWANCE OR DISALLOWANCE
OF,DqD\!CTIONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
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DATE 12-17-2007
ESTATE OF WEIKERT NELLIE C
DATE OF DEATH 07-18-2007
FILE NUMBER 21 07-0719
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
JOSEPH M FARRELL r:
~i
FARRELL & SMALL
PO BOX 113
PALMYRA PA 17078
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEIKERT NELLIE C FILE NO.21 07-0719 ACN 101 DATE 12-17-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 135,049.20 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 9,578.00 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) 22,838.81 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 73,039.82
6. Jointly Owned Property (Schedule F) (6) 44,624.44
7. Transfers (Schedule G) (7) 753,028.92
8. Total Assets (8) 1,038,159.19
APPROVED DEDUCTIONS AND EXEMPTIONS: 39,787.01
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.000.00
II. Total Deductions (11) 44.787.01
12. Net Value of Tax Return (12) 993,372.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 10,000.00
14. Net Value of Estate SUbject to Tax (14) 983,372.18
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of M..b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (IS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 983,372.18 X 045 = 44,251.75
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 44,251.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-20-2007 CDo08715 2,212.59 44,774.94
TOTAL TAX CREDIT 46,987.53
BALANCE OF TAX DUE 2,735.78CR
INTEREST AND PEN. .00
TOTAL DUE 2,735.78CR
.. IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Nellie C Weikert
FILE NUMBER
John Kealy
ACN
2107 -0719
101
REVIEWED BY
ITEM
SCHEDULE NO.
G
EXPLANATION OF CHANGES
Changed tax rate from 15 percent to 4.5 percent since a daughter-in-law & a son-in-law are
each lineal beneficiaries.
ROW
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