HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ~ ,'~, NbTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - ppp.RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -
PO BOX 280601 I __ 4., , _PF 'DEIIUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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JERRY A WEIGLE ES~],i -
WEIGLE K ASSOCIATES
126 E KING ST
SHIPPENSBURG PA 17257
REV-1547 EX AFP (12-OS)
DATE 01-05-2009
ESTATE OF HAWLEY MARY E
DATE OF DEATH 05-23-2008
FILE NUMBER 21 08-0583
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-06-2009
(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 C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HAWLEY MARY E FILE N0. 21 08-0583 ACN 101 DATE 01-05-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses
10. Debts/Mortgage Liabilities/Liens (Schedule
11. Total Deductions
C1) 207, 125.00 NOTE: To insure proper
C2) 7,415.00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
c5) 85 , 032.61
c6) .00
~7) 78,651.74
c8) 378,224.35
45,149.37
(Schedule H) (9)
I) clo) 3,879.93
(11) 49.099.30
329 195 05
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax (14)
329,195.05
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 329,195.05 X 045= 14,813.78
17. Amount of Line 14 at Sibling rate I17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 14,813.78
TAY f DCi1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-20-2008 (0010175 736.84 14,000.00
09-24-2008 CD010319,~ .00 76.94
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 14,813.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE