HomeMy WebLinkAbout09-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 2B0601
HARRISBURG PA 17128-0601
GF ~' ~`I ~_s ~f it~~ t;
JERRY A WEIGLE ESQ ''"
WEIGLE & ASSOCIATES
126 E KING ST
SHIPPENSBURG PA 17257
COMMONWEALTH OF PENNSYLVANIA
._ D.EP,{4RTMENT OF REVENUE
'•NOTi'CE OF INHERITANCE TAX
- AY PRAI,$E~MENT, ALLOWANCE OR DISALLOWANCE
';r_'•.=~,-"-"Qf' D~T)U~C'fIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
DATE 09-15-2009
ESTATE OF COOVER SR STEVEN L
DATE OF DEATH 06-17-2008
FILE NUMBER 21 09-0353
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Ohjections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
t0~9 SEP ! 8 ~ ~ 12~ ' i
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 COOVER SR STEVEN L FILE N0. 21 09-0353 ACN 101 DATE 09-15-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) IZ) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,500.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets tg) 5,500.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,876.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 70.00
11. Total Deductions (11) 8 • 946 - NN
3,446.00-
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Nonelected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 3,446.00-
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 C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due C19)= .00
~~`PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) 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" CCR), YOU MAY BE DUE
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