HomeMy WebLinkAbout04-09-10R ~~~hr~ ~~INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `~k~A~E~~1?~?~ (1ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~r~~~Ur ~E~~~~roN$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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RICHARD L WEBBER JR ESq
WEIGLE ~ ASSOCIATES
126 E KING ST
SHIPPENSBURG PA 17257
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-05-2010
ESTATE OF REID VAUGHN
DATE OF DEATH 05-24-2009
FILE NUMBER 21 09-0536
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-04-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT_ALONG_THIS LINE_____ ~ __RETAIN_LOWER_PORTION_FOR YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: REID VAUGHN FILE N0.:21 09-0536 ACN: 101 DATE: 04-05-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 77, 097.60
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 77, 097.60
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 5.0 6 3.0 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,6 7 3.94
11. Total Deductions C11) 6,737.02
12. Net Value of Tax Return (12) 70, 360 .58
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 70,360.58
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.
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 x 00 = .00
(16) 70 .360.58 x 045 = 3, 166.23
(17) . oo x 12 = . 00
(18) .00 X 15 = .00
(19)= 3, 166.23
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-19-2009 CD011644 144.74 2,750.00
10-06-2009 CD011838 .00 271.49
TOTAL TAX PAYMENT 3,166.23
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.
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