HomeMy WebLinkAbout03-05-10~,_~,,,.;. ~,r~~~~~ ~ INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES -~P~~A~~ l}f! kt!LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~-?'~~ tQE`~~"~DNS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601 ~
Z~~~~~t~-~J AM`~"QJ DATE 03-01-2010
ESTATE OF CALDWELL PAULINE B
~~~R~(~ DATE OF DEATH 03-27-2009
~R~S~~~S`~~U~~ FILE NUMBER 21 09-0338
((~~}} ~~,,~~~~ ~F-,-, _, , ,t,.~ ~:C~ . ~~~ COUNTY CUMBERLAND
RICHARD L WEBBER JR @5'Q'' ACN 101
WEIGLE 8~ ASSOC APPEAL DATE: 04-30-2010
12 6 E K I N G S T (See reverse side under 06f ections )
SHIPPENSBURG PA 17257 A~ouht Renitted
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
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REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALDWELL PAULINE BFILE N0.:21 09-0338 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: ()() ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 81,000.00 NOTE: To ensure proper
2 Stocks and Honds (Schedule B) (2] ,DO credit to your account,
. 00 submit the upper portion
3. Closely Held Stoek/PartnershipInterest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •DO tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) (5) 2 3,11 5.69
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 104, 115. b9
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 9.912.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19,533.68
11. Total Deductions C11) 29,446.29
12. Net Value of Tax Return (lp) 74,669.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •p 0-
14. Net Value of Estate Subject to Tax (14) 74,669.40
NOTE: If an assesssent 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:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7 4.669.40 x 045 = 3,360.12
17. Amount of Line 14 at Sibling rate C17) .00_ X 1 2 = .00
18. Amount of tine 14 taxable at Collateral/Class B rate C18) .00 X 1 5 = .00
19. Principal Tax Due (19 )= 3,3b0.12
TAX CR EDITS:
DATE NUMBER INTEREST/PEN PAID C-)
06-29-2009 (0011419 .00
08-26-2009 (0011678 .00
AMOUNT PAID
, L Y V• V V
96.96
INTEREST IS CHARGED THROUGH 03-16-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 3,196.96
BALANCE OF TAX DUE 163.16
INTEREST AND PEN. 1.44
TOTAL DUE 164.60
* 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. ~`
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