HomeMy WebLinkAbout01-25-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRA~..$F,,.1'IFMT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ^~~OF`"~E~~U~`TIONS AND ASSESSMENT OF TAX
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PO BOX 280601 - ""
HARRISBURG PA 17128-0601 ..._-~ ~ - - -•
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JERRY A WEIGLE E~R~'~`~, ice.' ^. t'
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126 E KING ST vtG'~~ ~- -
SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 01-19-2010
ESTATE OF VARNER FLOYD J
DATE OF DEATH 10-21-2008
FILE NUMBER 21 08-1155
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VARNER FLOYD JFILE N0.:21 08-1155 ACN: 101
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OR
DATE: 01-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 481,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 3,6 54.31 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 342, 169.77
6. Jointly Owned Property (Schedule F) (6) 14, 616.31
7. Transfers (Schedule G) C7) 26, 963.43
8. Total Assets C8) 868 , 403.82
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 9.4 4 8.91
10. Debts/Mortgage liabilities/Liens (Schedule I) C10)_ 6,7 3 4.8 9
11. Total Deductions C11) 36,183.80
12. Net Value of Tax Return C12) 832,220.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 832,220.02
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 83 0.0 X 045 = 37,449.90
17. Amount of Lfne 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 37,449.90
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-15-2009 CD010780 1,578.95 30,000.00
07-21-2009 CD011514 .00 5,870.95
TOTAL TAX PAYMENT 37,449.90
BALANCE OF TAX DUE .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 OF THIS FORM FOR INSTRUCTIONS.