HomeMy WebLinkAbout11-13-09 (2) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ~ .---, - °-'Nafi6E~"'OF INHERITANCE TAX ,
,
BUREAU OF INDIVIDUAL TAXES ~
- ,- APpRAI3EMENT ALLOWANCE OR DISALLOWANCE
INHERITAIJCE TAX DIVISION
PO BOX 280601 OF. D~AU'CFtDNS AND ASSESSMENT OF TAX
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F3ARRISBUf2G PA 17128-0601 -~" ~ '~ _
REV-1547 EX AFP (01-09)
~~~~ ~,~~ ~ ~ ~~ i4; ~~ DATE 11-09-2009
ESTATE OF WHEELER ANNETTE M
_ DATE OF DEATH 05-21-2007
~~ ~i~~~~A ? ~i-
~i ~~ FILE NUMBER 21 07-0545
~
O ~ ~"~'~ ~ { ``
`~~ ~ COUNTY CUMBERLAND
KARTTC C DASS ~~ +~ ~ ~v' . ~~ 101
ACN
125 N ENOLA DR APPEAL DATE: 01-08-2010
ENOLA PA 17025 (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 ---
-------------------- - --I RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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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 WHEELER ANNETTE M FILE N0. 21 07-0545 ACN 101 DATE 11-09-2009
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:
cl) .00
cz) .00
c3) .00
c4) .00
c5)_ 1,450.00
c6) 110,350.00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 111,800.00
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H)
C9) 13,349.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 214,900 .00
11. Total Deductions (11) 7 ?R.?49.00
12. Net Value at Tax Return C12) 116,449.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 116,449.00-
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 I15) .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 I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ .00
19. Principal Tax Due
c19)=
.00
DAT~_ NUMBER I INTEREST/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 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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