HomeMy WebLinkAbout09-05-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JERRY A WEIGLE ESQ
WEIGLE ~ ASSOCIATES
126 E KING ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTI,~~ OF, INHERITANCE TAX
, APF1,I~~R'~~EI~ENTe ~A~'LOWANCE OR DISALLOWANCE
O,F -1)EDUCTIONS~ AND ASSESSMENT OF TAX
-';' '~~ '" REV-1547 EX AFP (06-05)
70~~ S~~ 'S ~,{'~ Iii ~~ATE 09-01-2008
STATE OF WELLER LUELLA M
DATE OF DEATH 10-09-2007
C~F~'t~ (1r FILE NUMBER 21 07-0948
~RPH,h'~;'Sr,,,~-BURT COUNTY CUMBERLAND
C~~h`;'' I_ '^~ ~A ACN 101
SHIPPENSBURG PA 17257
APPEAL DATE: LO-31-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WELLER LUELLA M FILE N0. 21 07-0948 ACN 101 --------------
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OR
DATE 09-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure 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) 6,784.4 6
6. Jointly Owned Property (Schedule F) (6) 17,729.98
7. Transfers (Schedule G) (7) .DO
s. Total Assets (g) 24,514.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,958.67
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 3.355.49
11. Total Deductions C11) 16.314.16
12. Net Value of Tax Return (12) 8,200.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) $,200.28
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 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 C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 8,200.28 X 045 = 369.01
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)= 369.01
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-04-2008 (0009142 15.79 300.00
06-03-2008 (0009842 .00 53.22
TOTAL TAX CREDIT 369.01
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)