HomeMy WebLinkAbout03-19-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT P KLINE
714 BRIDGE ST
PO BOX 461
NEW CUMBERLAND
NOTICE OF INHERITANCE TAX
APPRAf.S€~~$~Ti ,~-Lk~l~~!ICE OR DISALLOWANCE
OF ~~1~~U ~IPNS~,~I-~~ ASSESSMENT OF TAX REV-1547 IX AFP clz-o9)
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2GfONAR fg P~ ~~ 3~DATE 03-15-2010
ESTATE OF WECH ROBERT
c~~~f';~~ DATE OF DEATH 06-09-2007
O~~~u~•r~r~ `,~~~J~T FILE NUMBER 21 07-0716
CUB,"~`'ui r,~'7 ~,,,~ COUNTY CUMBERLAND
-' ~-~•.- . PA. ACN 101
APPEAL DATE: 05-14-2010
(See reverse side under Objections)
PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REM$T PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR
--------------------------- YOUR RECORDS t--' _
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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: WECH ROBERT FILE N0.:21 07-0716 ACN: 101 DATE: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 123,500.00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) .00 oredit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 4,5 09.39
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 3, 136.22
B. Total Assets (e) 131,145.61
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2 0.491.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1 9,405.8 0
11. Total Deductions C11) 39,887.72
(12) 91 , 257.89
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) , ~ 91,257.89
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:
15. Amount of line 14 at Spousal rate C15) .DO X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 91 ~7 _ 99 x 045 = 4, 106.61
17. Amount of Line 14 at Sibling rate (17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19 )= 4,106.61
TAX CR EDITS:
DATE I NUMBER I INTEREST/PEN PAID C-)
-04-2009 (0011709 373.14-
AMOUNT PAID
,533.1
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Pennsylvania ~
DEPARTMENT OF REVENUE
4,160.03
53.42CR
.00
53.42CR
* 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 FORW FOR INSTRUCTIONS. ~/~