HomeMy WebLinkAbout09-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE_ TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
JERRY A WEIGLE ESQ
WEIGLE K ASSOCS
1126E KING ST
SHIPPENSBURG PA 17257
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~~-, ,~~ i"PfD7;IGE'QF INHERITANCE TAX
AfaPRfrISEMENT, ALLOWANCE OR DISALLOWANCE
,;~Y a OF,~.-DE~UCT~O;NS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
DATE 09-15-2009
ESTATE OF FREEMAN MARY M
DATE OF DEATH 10-15-2008
FILE NUMBER 21 08-1247
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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CUT ALONG THIS LINE ~) 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 FREEMAN MARY M FILE N0. 21 08-1247 ACN 101 DATE 09-15-2009
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 17,977.60 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 2,200.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 52,467.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 72, 644.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,040.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 478.71
11. Total Deductions (11) 1~,.~,18-96
12. Net Value of Tax Return X12)
57,125.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
57,125.98
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) 45, 625.98 X 045 = 2, 053.17
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 11,500.00 X 15 _ 1,725.00
19. Principal Tax Due C19)= 3,778.17
TAY f DCTIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-08-2009 CD010747 188.91 3,600.00
09-08-2009 REFUND .00 10.74-
TOTAL TAX CREDIT 3,778.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
#,
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, 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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