HomeMy WebLinkAbout08-07-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE OF 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
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JERRY A WEIGLE E3~Q
126 E KING ST
SHIPPENSBURG PA 1'7257
DATE 08-03-2009
ESTATE OF ILE A D
DATE OF DEATH 09-14-2008
FILE NUMBER 21 08-0982
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-02-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ILE A D FILE N0. 21 08-0982 ACN 101
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OR
DATE 08-03-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 151,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 10 9,690.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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)__ 99,267.93
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 359,957.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
51,549 .38
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities./Liens (Schedule I) (10) 1.946 .99
11. Total Deductions (11) ~i3.496.37
12. Net Value of Tax Return (12) 306,461.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax C14) 306,461.56
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 (16) 306,461.56 X 045 _ 13,790.77
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •DO X 15 _ .00
19. Principal Tax Due (ly)= 13,790.77
TAY f QCiITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-04-2008 (0010602 684.21 13,000.00
03-12-2009 (0010990 .00 106.56
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,790.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE..
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) L._,