Loading...
HomeMy WebLinkAbout05-21-10BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE '' ~ 0~"~~D;UC~i~Q:~lS~~`AND ASSESSMENT OF TAX ;!„ ,~ ~~~ ~~~ ~ ~ ~I, ~~t EARL RICHARD ETZWEILrF~R~'~'~At~ `~~ (~'~~~RT ETZWE I L ER AND ASSOCS" ~ ~- ~ -'' ' - ~~~ 105 N FRONT ST HBG PA 17101 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) DATE 05-17-2010 ESTATE OF WEAVER JR THEODORE S DATE OF DEATH 05-31-2009 FILE NUMBER 21 09-0606 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 ~ -------------------------------------------------------------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WEAVER JR THEODORE SFILE N0.:21 09-0606 ACN: 101 ----------------- OR 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) C2) .0 0 rredit 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) (4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,7 5 0.0 0 6. Jointly Owned Property (Schedule F) (g) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets C8) 3,750.00 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.6 0 6.9 5 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 39, 122.14 il. Total Deductions C11) 41,729.09 12. Net Value of Tax Return C12) 37,979.09- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax (14) 37,979.09- 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) .0 0 X 0 0 - .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 04 5 = .0 0 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 X 15 = .0 0 19. Principal Tax Due (19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 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" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~