HomeMy WebLinkAbout03-05-10~1^~(~r .r, ?~FQ:T~,'£~;OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ApP~RIt~'S`,~~IE~~i,'F;r"'ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ t7lb~ts D~rD1~~~;IONS AND ASSESSMENT OF TAX REY-1547 EX AFP Q2-09)
PO BOX 280601
HARRISBURG PA 17128-0601
ZD~~~AR-~ AM~~'~5 DATE 03-01-2010
ESTATE OF WERTZ SARAH M
~;~~{~~((~r DATE OF DEATH 12-10-2008
Q~~~,q~`~ ~,~(,)RT FILE NUMBER 21 09-0208
CU~~ ~'L r~r~l~ ~ri,~ , Pi~ COUNTY CUMBERLAND
MARLIN R MCCALEB ACN 101
219 EAST MAIN ST APPEAL DATE: 04-30-2010
P O BOX 2 3 0 (See reverse side under Objections )
MECHANICSBURG PA 17055 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 C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WERTZ SARAH MFILE N0.:21 09-0208 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 88,372.65 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,939.17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 90,311.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2.483.4 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6.770.8 3
11. Total Deductions (11) 9,254.32
12. Net Value of Tax Return (12) 81 , 057.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax C14) 81,057.50
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) 81 , 057.50 X
C16) . 00 X
(17) _ 00 X
(1a) .00 X
00 = .00
045 = .00
12 .00
15 = .00
(19)= . 00
r DATE ' I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
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.