HomeMy WebLinkAbout06-11-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
NO. CD 012896
WEIGLE JERRY A
WEIGLE & ASSOCIATES PC
126 E KING STREET
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
REMARKS:
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
101 ~ $23.62
ESTATE INFORMATION: SSN: 162-22-6851
FILE NUMBER: 2109-0048
DECEDENT NAME: TANNER ANNA R
DATE OF PAYMENT: 06/ 1 1 /2010
POSTMARK DATE: 06/09/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 10/ 24/ 2008
CHECK# 9
SEAL
TOTAL AMOUNT PAID:
INITIALS: DM
REV-1162 EX(11-96)
$23.62
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
'"~` ~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES f',•
INHERITANCE TAX DIVISION L I,~ ,~~ ~~G `ON$ AND ASSESSMENT OF TAX
PO BOX 280601 ~~ ti,'i"~~s 1 ~~+ `~./~ ~ 7i i. `i
HARRISBURG PA 17128-0601
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JERRY A WEIGLE Ra~~`~~~_;'~,•~`:~~ ~;!~1, P~
126 E KING ST
SHIPPENSBURG PA 17257
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE DF TANNER ANNA R
DATE OF DEATH 10-24-2008
FILE NUMBER 21 09-0048
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(See reverse side under Objections )
Amount Remitted Z 3, ~ Z.
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 E- - -----------------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: TANNER ANNA RFILE N0.:21 09-0048 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 60,280.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 Q 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) 13,382.73
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 31 , 589.76
8. Total Assets C8) 105,252.49
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12.12 6.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 7 6.6 7
11. Total Deductions C11) 12,803.42
12. Net Value of Tax Return C12) 92,449.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 92,449.07
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 C15) .00 X 00 •_ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 92 . 449.07 x 045 '= 4, 160 .21
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 j( 15 - .0 0
19. Principal Tax Due C19)° 4, 160.21
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-22-2009 CD010803 157.89 3,000.00
01-15-2010 CD012249 .00 1,002.32
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-16-2010
TOTAL TAX PAYMENT 4,160.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. 23.62
TOTAL DUE 23.62
* 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.