HomeMy WebLinkAbout05-28-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAT"S'EFI~N`~~!~~L~tiWANCE OR DISALLOWANCE
O~=DEDUGTIONS:~AND ASSESSMENT OF TAX
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4431 N FRONT ST 3RD F
HARRISBURG PA 17110
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-24-2010
ESTATE OF WEAKLEY JUDITH L
DATE OF DEATH 04-18-2009
FILE NUMBER 21 09-0407
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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 APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: WEAKLEY JUDITH LFILE N0.:21 09-0407 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) 110, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5 0 8.0 3 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) (5) 610,225.28
6. Jointly Owned Property (Schedule F) (6) 54,853.29
7. Transfers (Schedule G) (7) 244,845.84
8. Total Assets (8) 1 , 020 , 432.44
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 81,113.3 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,9 9 0.36
11. Total Deductions C11) 89, 103.69
12. Net Value of Tax Return C12) 931 , 328.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 931 , 328.75
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) .0 0 x 0 4 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) 931 , 328.75 X 15 = 139, 699.31
19. Principal Tax Due (19)= 139, 699.31
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-10-2009 CD011473 6,631.58 126,000.00
01-15-2010 CD012250 .00 7,067.93
TOTAL TAX PAYMENT 139,699.51
BALANCE OF TAX DUE .20CR
INTEREST AND PEN. .00
TOTAL DUE .20CR
* 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. ~~