HomeMy WebLinkAbout09-28-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,'r;-,,-;~ ,-- ~r~- N.OTICE OF INHERITANCE TAX
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INHERITANCE 7AX DIVISION !AP
PRAISE'MENS, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 f ..OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ,
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REV-1547 EX AFP CO1-09)
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ESTATE OF BOYLE JOHN J
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DATE OF DEATH 11 - 18 - 20 08
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FILE NUMBER 21 08-1244
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JERRY A WEIGLE ~
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COUNTY CUMBERLAND
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, ACN 101
WEIGLE 8~ ASSOCS APPEAL DATE: 11-20-2009
126 E K I NG ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 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 F--~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOYLE JOHN J FILE N0. 21 08-1244 ACN 101 DATE 09-21-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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 (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5)_ 27.734.83
c6) .00
c7) .00
Ig) 27, 734.83
2,095.75
C9)
cl0) 363.07
(11) 7.4x,8-8
c12) 25,276.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) 2, 000.00
c14) 23,276.01
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 X15) .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 Sibling rate C17) 23,276.01 X 12 _ 2,793.12
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 2, 793.12
TAX CREDITS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-09-2009 (0010880 139.66 2,700.00
TOTAL TAX CREDIT 2,839.66
BALANCE OF TAX DUE 46.54CR
INTEREST AND PEN. .00
TOTAL DUE 46.54CR
* 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" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)