HomeMy WebLinkAbout01-08-10~ '~ ~' ~~ ~ 's r+'ND~`;~E OF INHERITANCE TAX Pennsylvania ~
A~~R1lI$`~1'f~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ' ,~
INHERITANCE TAX DIVISION "~-~~°~';--i O''6 ~~iD11CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-D9)
PO BOX 280601
HARRISBURG PA 17128-0601
ZQE~ JA~ ~g ~~ ~ ~ ' 7 DATE 12-28-2009
ESTATE OF WELLER ANNA M
C~-E~~f~ /r~~~~"i t~~T DATE OF DEATH 02-21-2009
a~~~~u~trJ 1,,:1i_~t~tt FILE NUMBER 21 09-0626
j1 /:uC~ __, ~;. r~~ ~~ COUNTY CUMBERLAND
CHERYL WELLER ACN 101
23 LAKE SHORE APPEAL DATE: 02-26-2010
WAYMART PA 18472 (See reverse side under Objections)
Aeount Resitted
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 !-'~
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E -1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WELLER ANNA MFILE N0.:21 09-0626 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •OQ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) I2) 64 7.8 ~ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .OQ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •OQ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .OQ
6. Jointly Owned Property (Schedule F) ~6) 19,696.45
7. Transfers (Schedule G) ~7) ,0Q
e. Total Assets c8) 20,344.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 8.054.7
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 1,327.3 3
11. Total Deductions X11) 9,382.05
12. Net Value of Tax Return (12) 10,962.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) _ 10 , 962.25
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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 0.96 F: x 045 = 493.30
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due 'C19)= 493.30
TAX CREDITS:
Rc~ear~ DiSGUUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07 02-2009 CD011448 .00 493.30
TOTAL TAX PAYMENt 493.30
BALANCE OF TAX DUB .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE dF THIS PORM FOR INSTRUCTIONS. ~Q