HomeMy WebLinkAbout12-18-09.e~ppp-~~q~NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES !" 1 '?~'f'; T~~LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION b,E.IIE U.~•, AND ASSESSMENT OF TAX
PO BOX 280601 ~~_l,i:~,i'v;~ ~~~l.i~..,
HARRISBURG PA 17128-0601
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JERRY A WEIGLE ESQ ~~Rr~l.°?C~;4~ ~;~„
WEIGLE 8 ASSOCS
126 E KING ST
SHIPPENSBURG PA 17257
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C10-09)
DATE 12-14-2009
ESTATE OF EICHELBERGER WALTER T
DATE OF DEATH 09-25-2008
FILE NUMBER 21 08-0990
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-12-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~1 R_ETA_IN 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: EICHELBERGER WALTER TFILE N0.:21 08-0990 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) 297,989.31 NOTE: To ensure proper
I2) ,0~ credit to your account,
OQ submit the upper portion
I3) . of this form with your
Iy) 44,773.97 tax payment.
c5) 253,411.8
c6) 22, 666.67
c7) 171, 097.6
cs) 789 , 939.42
C9) 26.721 .5K-
clo) .0!0
C11) 26,721.54
11. Total Deductions (12) 763,217.88
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
te Subject to Tax
f E
t
l
N
t V (14) 763,217.88
s
a
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ue o
e
14.
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed tm date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 171 , 097.62 X i00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) F:9 .1 0. 6 x 046 = 26,645.41
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)= 26,645.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-18-2008 CD010660 684.21 13,000.00
06-23-2009 CD011398 .00 12,961.20
TOTAL TAX PAYMENT 26,645.41
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS. FORM FOR INSTRUCTIONS.