HomeMy WebLinkAbout12-18-09NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION ~ r ~Q~~ ;~~D~1,CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ " ~_ ~ ', ; ~iR'i t . it'
HARRISBURG PA 17128-0601 ~ ~{; , ;~
pe~nnsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (10-09)
k ~=~~~~ i ~~ ~ j ~J~
DATE 12-14-2009
an f~ ~ 3~ ESTATE OF FERGUSON HAROLD K
Z~Q~ ~~~ ~ 8 DATE OF DEATH 01-26-2009
FILE NUMBER 21 09-0115
CLARK n~ COUNTY CUMBERLAND
JERRY A WEIGLE ~~'~ CD`tSRT ACN 101
WEIGLE & ASSO An_,^I n'~ ~ (~
r~,
f-i`~~, ~ ~ PA
~~~~~r-~~ APPEAL DATE: 02-12-2010
`
_
126 E K I NG ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 Amount Remitted
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 ~
------------------------------------------------------------------------------
-------------
REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FERGUSON HAROLD KFILE N0 .:21 09-0115 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 60,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,8 93.815
6. Jointly Owned Property [Schedule F) (6) 276.26
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 64,170.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.900.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,045.70
11. Total Deductions C11) 12,945.94
12. Net Value of Tax Return (12) 51,224.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 51,224.18
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 (16) ~) .2 4.18 x 045 = 2,305.09
17. Amount of Line 14 at Sibling rate C17) .DO X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (1B) .00 X 15 = .00
19. Principal Tax Due C19)O 2,305.09
TAX CREDITS:
PAYMENT RECEIPT DiSGDUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-14-2009 CD011113 115.25 2,200.00
12-07-2009 REFUND .00 10.16-
TOTAL TAX PAYMENT 2,305.09
BALANCE OF TAX D!UE' .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~j1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ V