HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL Taxes ~ -= ARPi2AIS~l±4ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ;DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~..
HARRISBURG PA 17128-0601 -~ -"
(t p t ~~ r~.~ DATE 02-08-2010
i~~l+~~~ ~ ~ ` ~4' ESTATE OF FLEMING GERTRUDE F
DATE OF DEATH 12-25-2006
~1~~~ F 7 FILE NUMBER 21 09-0743
-~it*` `~ i,C)~~Rt COUNTY CUMBERLAND
JERRY A WEIGL~"._, ,~' ,,~,~.; ~A. ACN 101
WEIGLE 8~ ASSO APPEAL DATE: 04-09-2010
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
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR-YOUR-RECORDS- ~
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FLEMING GERTRUDE FFILE N0.:21 09-0743 ACN: 101
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OR
DATE:
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02-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: T o ensure proper
C2) ,00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,614.71
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 74,615.72
(8) 77,230.43
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1_1.371.80
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,512.00
C11) 12,883.80
11. Total Deductions 64,346.63
12. Net Value of Tax Return (12) 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
14. Net Value of Estate Subject to Tax (14) 64,346.63
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.
ASSESS MENT OF TAX:
00
00
=
.00
15. Amount of Line 14 at Spousal rate (15) )(
.
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 64 .346.63 X 045 = 2,895.60
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
(19)= 2,895.60
19. Principal Tax Due
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-06-2009 CD011585 351.47- 3,717.79
TOTAL TAX PAYMENT 3,366.32
BALANCE OF TAX DUE 470.72CR
INTEREST AND PEN. .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE I 470.72CRI
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~1