HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;~ ~NOT'YCEf OFf:DNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP`E'RAISEMENT, A~tOJyANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION /~L~;jD~~U~TIflNS ',AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~~~ REV-1547 EX AFP (12-OS)
HARRISBURG PA 17128-0601
01-19-2009
~~~~'~~ ~~ ~ ~~. 5E~STATE OF ILE WINIFRED J
DATE OF DEATH 05-14-2008
r~-"~~~~ ~~ T FILE NUMBER 21 08-0983
~~h+ ~+~' v "`~5`~~" COUNTY CUMBERLAND
~h rah. ti ,fir , %`r ~~ ACN 101
JERRY A WEIGLE ESQ C~.+ -- APPEAL DATE: 03-20-2009
WE I GL E & ASSOC (See reverse side under Objections)
126 E KING ST
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RETAIN LOWER PORTION FOR YOUR
~
ALONG THIS LINE RECD
---
-----------
__
_____
CUT
ANDRASSESSMENTAOFOTAXCE OR
REV-1547 EX AFP c12-08)
R
N
DEDUCTIONS
OF
DISALLOWANCE 101 DATE 01-19-2009
WINIFRED J FILE N0. 21 08-0983
ILE
ACN
ESTATE OF
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN ,00 NOTE: T o insure proper
C1)
1. Real Estate (Schedule A)
.~~ credit
to your account,
12)
Stocks and Bonds cSchedule B)
2
submit
the upper portion
.
3. Closely Held Stock/Partnership Interest cSchedule C) c3) ,00 taxtpay mentm with your
C4)
4. Mortgages/Notes Receivable (Schedule D)
,00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) c5) ,00
C6)
6. Jointly Owned Property (Schedule F)
00
c~)
7. Transfers cSchedule G) ,
c8) .00
g, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,005.20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) c9) 00
(10)
10. Debts/Mortgage Liabilities/Liens (Schedule I) ,
C11)
9,005.20
11. Total Deductions C12) 9,005.20-
12. Net Value of Tax Return
/Governmental Bequests; Non-elected 9113 Trusts (Sc
bl
hedule J) (14) .00
9,005.2 0-
e
13. Charita
14. Net Value of Estate Subject to Tax
18
17
16
and 19 will
,
,
NOTE: If an assessment was issued previously, lines 14, 15 and/or
tal of ALL returns assessed to date.
t
o
reflect figures that include the
ASSESSMENT OF TAX:
c15) ,00 X 00 = .00
15. Amount of Line 14 at Spousal rate
, OQ X 045 _ , 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~~ X 12 _ .00
cl~)
17. Amount of Line 14 at Sibling rate
,QQ X 15 , 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) c19)- ,00
19. Principal Tax Due
TE
NTEREST/PEN PAID c-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
w orciiun. CFE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)