HomeMy WebLinkAbout05-28-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
FYIRRISOURG PA 17128-0601
NOTICE OF INHERITANCE TAX
OWANCE OR DISALLOWANCE
,~,~-:'^ b Ct~ AND ASSE~SNENT OF TAX
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O~PtS CQURT
RICHARD L WEBBER JR ~~~ (,;(,~,, ~,
WEIGLE & ASSOCS PC '
126 E KING ST
SHIPPENSBURG PA 17257
C1) .00
C2) .00
c3) .00
C4) .00
C5) 239, 893... 75
C6) 27, 576.50
C7) 486, 913.89
CUT ALON_6 THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS !~ _ _
- - - - - - - - - - r - 1~ - - - - ~ - - - - - - - ~ - - - - - - - - - .r - -. - - - - - - - - - - - - - - - - - - - - -
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMjENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESISMENT OF TAX
ESTATE OF: KELSO MARY MFILE N0.:21 09-1002 ACNs 101 DATE: 05-24-2010
TAX RETURN WAS: CJO ACCEPTED. AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ONs ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds CSchedulo B)
3. Closely Held Stock/Partnership Interest CSchodule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property CSchedulo F)
7. Transfers CSchodule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exponsos/Adm. Costs/Misc. Exponsos (Schedule H)
10. Debts/Mortgage Liabilities/Lions (Schedule I)
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit tfie upper portion
of this form with your
tax payment.
c8) 754 , 3.84.14
Cg) 39.59_
clo) 6,5371.10
11. Total Deductions C11) 46.,135.84
12. Net Value of Tax Return C12) 708,246.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 48 1,434 _4 8
14. Net Value of Estate Subject to Tax C14) ~, , 808.82
NOTE: If an assessment was issued previously, lines 14, 15 and/or l6, 17, 18 and 19 will
reflect finur®s 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 ~ X 0 4 5 .0 0
17. Amount of Line 14 at Sibling rate C17) 1 1 .4D6 _ ~S X 12 ~ 1, 368.79
18. Amount of Line 14 taxable at Collateral/Class B rate (18) _,8,402.24 'X 15 = 97,260.34
19. Principal Tax Due C19)~ 98, 629.13
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-19-2010 CD012257 4,917.28 93,428:28
PAYMENT MUST BE MADE BY 07-20-2010*.
~ IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 98,345.56
BALANCE OF TAX DUE 283.57
INTEREST AND PEN. .00
TOTAL DUE 283.57
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~~~
DATE 05-24-2010
ESTATE OF KELSO MARY M
DATE OF DEATH 10-20-2009
FILE NUMBER 21 09-1002
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(See reverse sfde under Ob,~ect~ons)
Auount Rsuittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER Of WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013