HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ -~ REV-1547 EX AFP [06-05)
~~~~ ~~.J, ~ ~ ~"t°i ~~~ ~~ ESTATE OF WIER7-2008 BERNICE L
DATE OF DEATH 12-04-2007
,:-
~-` ~~~~ +'` FILE NUMBER 21 07-1133
~' ' ~ `' r'~r~- COUNTY CUMBERLAND
K. E WIER CHRISEMER Cu~ ~ ~ '' ; ~,~ ACN 101
1,02 SCHOOL LANE APPEAL DATE: 01-16-2009
T' R E N T O N N J 0 8 618 (See reverse side under Ohjec(ions
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOING THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE ~DF WIER BERNICE L FILE N0. 21 07-1133 ACN 101 DATE 11-17-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISIED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. '.>tocks and Bonds (Schedule B)
3. [;losely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. [:ash/Bank Deposits/Misc. Personal Property (Schedule E)
6. .lointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
cl) .00
c2) _ 570 , 093.95
c3) .00
c4) .00
c5) 194 , 338.30
c6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
[$) 764,432.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
40,468.56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18 , 309.32
11. Total Deductions (11) 58.777.88
12. Net Value of Tax Return (12) 705,654.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 211,696.31
14. Net Value of Estate Subject to Tax (14) 493,958.06
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 ALL returns assessed to date.
ASSESSMIENT OF TAX:
15. Amount of Line 14 at Spousal rate C15)
16. Remount of Line 14 taxable at Lineal/Class A rate (16)
17. E[mount of Line 14 at Sibling rate (17)
18. Remount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
rex rvrnrrc.
.00 X 00 _ .00
.00 X 045 _ .00
.00 X 12 _ .00
493,958.06 X 15 _ 74,093.71
c19)= 74, 093.71
PAYMENT
DATE: RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-03-2008 CD009377 / 3,696.98 70,242.69
08-19-2008 CD010180./ .00 338.89
TOTAL TAX CREDIT 74,278.56
BALANCE OF TAX DUE 184.85CR
INTEREST AND PEN. .00
TOTAL DUE 184.85CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE