HomeMy WebLinkAbout06-05-09COMMONWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
'";NOTICE OF INHERITANCE TAX
BUR€AU OF INDIVIDUAL TAXES 'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INNGRI7e~NCE TAX DIVISION OF D'EDUCTIDNS AND ASSESSMENT OF TAX
F. BOX 280601 .,,
HARRISBURG PA 17128-0601 ""`
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MURREL R WALTERS ~`~ ~,1 ``~ ' _ ~,;,
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54 E MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP CO1-09)
DATE 05-25-2009
ESTATE OF WEITZEL MILDRED E
DATE OF DEATH 06-12-2008
FILE NUMBER 21 08-0703
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-24-2009
(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 ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-' _ _______
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEITZEL MILDRED E FILE N0. 21 OS-0703 ACN 101 DATE 05-25-2009
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
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:
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
cs) 1,987,756.11
c6) .00
cn .00
c8) 1,987,756.11
105,341.17
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,266 .4
11. Total Deductions C11) 1 14.607. ~+S
12. Net Value of Tax Return X12) 1,873,148.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,873,148.53
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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 00
17. Amount of Line 14 at Siblins rate C17) 200,000.00 X 12 _ 24,000.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 1,673,148.53 X 15 _ 250,972.28
19. Principal Tax Due C19)= 274,972.28
TAY /`IDCTTTC.
PA`(MENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-0'3-2008 (0010218 7,771.09 147,650.77
1NItKESI 15 CHARGED THROUGH 06-09-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
^ IF F'AID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DU
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DU
TOTAL TAX CREDIT 155,421.86
BALANCE OF TAX DUE 119,550.42
INTEREST AND PEN. 1,457.68
TOTAL DUE 121,008.10
E IS LESS THAN S1, NO PAYMENT IS REQUIRED.
E IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
REV-7470 EX (8-881
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
IiARRISBURG. PA 17128-0601
Mildred E. Weitzel
NUMBER
2108-0703
REVIEWED BY ACN
Destiny S.R.Brown 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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