HomeMy WebLinkAbout05-21-10-,~Q~~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES' `~'~ A~_~'k~CI~ M`~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,-~ ":;OF ~~D~~cTIONS AND ASSESSMENT OF TAX
PO BOX 280601 `~i . ~_'~" % ~'- '
HARRISBURG PA 17128-0601
210 SAY 21 ~ 12~ t ~
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104 S HANOVER ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-17-2010
ESTATE OF WEIDA SR PAUL
DATE OF DEATH 03-29-2009
FILE NUMBER 21 09-0405
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections)
Amount Remitted
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 ~
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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: WEIDA SR PAUL FILE N0.:21 09-0405 ACN: 101 DATE: 05-17-2010
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) (2) 7 6.9 2 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
'0 0 submit the upper portion
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) 13,425.47
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 37,419.48
8. Total Assets (8) 50 , 921 .87
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3.6 2 2.9 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,34 3.9 8
11. Total Deductions C11) 6,966.93
12. Net Value of Tax Return C12) 43,954.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 43, 954.94
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) 13,521.18 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 23 , 898.30 x 045 = 1 , 075.42
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) 6,535.46 X 15 -- 980.32
19. Principal Tax Due C19)= 2, 055.74
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-25-2009 CD011407 102.79 2,750.00
TOTAL TAX PAYMENT 2,852.79
BALANCE OF TAX DUE 797.05CR
INTEREST AND PEN. .00
TOTAL DUE 797.05CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D E
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~~