HomeMy WebLinkAbout03-26-10NOTICE OF .INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~P~~=~`I~~M~t~Tt,4~`ALLO~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION }' ~`QF' DED;~LtTrONS AID ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 i ~ La ~' ` `- ~'' ' (
FUIRRISBURG PA 17128-0601 f
~~~~ ~~~ L~6 ~~ ~2; ~J ~ _ ~ DATE 03-22-2010
'• ESTATE OF WAECHTER MARY E
C~~~i,K ~1r DATE OF DEATH 12-04-2008
~~~~~I\f~~ ~;t~i.)~T FILE NUMBER 21 09-0129
en n,~ n,~ COUNTY CUMBERLAND
MICHAEL S GRAB ~'~~'~''~'^~ -- ~~.,aC; '~~' ' ~ ~~~ ACN 101
NIKOLAUS 8~ HOHENADEL APPEAL DATE: 05-21-2010
327 LOUCUST ST (See reverse side under Objections)
COLUMBIA PA 17512 Aaount Releitted
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
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- RECORDS H
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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: WAECHTER MARY EFILE N0.:21 09-0129 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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) 333,735.32 credit to your account,
. 00 submit the upper portion
3. Closely Held Stoek/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,7 50.78
6. Jointly Dwned Property (Schedule F) (6) •~~
7. Transfers (Schedule G) I7) 200,654.28
8. Total ASSetS cB) 549.140.38
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 6.917.51
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,568.77
11. Total Deductions X11) 17,486.28
12. Net Value of Tax Return C12) 531 , 654.10
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts iSchedul e J) (13) ~ .00
14. Net Value of Estate Subject to Tax (14) ~ 531 , 654.10
NOTE: If an assessoent 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.
ASSESSMENT 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) 53 1 .654.10 X 045 = 23, 924.43
17. Amount of Line 14 at Sibling rate t17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 1 5 = .00
19. Principal Tax Due C14 )= 23,924.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
r09-30-2009 CD011824 85.22- 24,012.93
TOTAL TAX PAYMENT 23,927.71
BALANCE OF TAX DUE 3.28CR
INTEREST AND PEN. .DO
TOTAL DUE 3.28CR
* IF PAID AFTER DATE INDICATEDr SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" C'.CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F!OR INSTRUCTIONS. ~~