HomeMy WebLinkAbout06-11-10~~~*` :~ ~ :NOTICE .O,F INHERITANCE TAX ~f1t1~~/I,Y~+
BUREAU OF INDIVIDUAL TAXES ' APPRAISEMENT.:~. ~:LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
IN#iERITANCE TAX DIVISION #"~c~f ~~~~~.'~- AND ASSESSMENT 0~ TAX REV-1547 Ex AFP C12-09)
PO BD]( 240601
W-RRISBURG PA 17128-0601 ~~!!
~Q{Q JU~ { { A~ {~~ ~~ DATE 06-14-2010
ESTATE OF WEBER CHARLES W
(~~~ (~~' DATE OF DEATH 10-07-2009
~~~Q~'~C ~~~ FILE NUMBER 21 09-0965
~}~~~~t~Pa~(~ ~~ ~~ COUNTY CUMBERLAND
MARK A MATEIYA ESQ ACN 101
PO BOX 127 APPEAL DATE: 08-13-2010
BOILING S P R II NG S PA 17 0 0 7 (See reverse side under Objections )
Auount R®nittsd
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALOM~-THIS-LIE ~- RETAIN LOWER. PORTION FOR YOUR RECORDS ~'
- - - - - .. ~ - - - - - - - 'r - - - - - - ~- - - - - - - - - - - - - - - .. - - W - '~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1547 EX AFP C 2-09~ NOTICE OF INHERITANCE. TAX APPRAISEMEHT, ALLOWANCE OR
.DISALLOWANCE OF DEDUCTIONS ANf~ ASSESSMENT OF TAX
ESTATE OF: WEBER CHARLES WFILE N0.:21 09-0965 ACM: 101 DATES 06-14-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE 0~ R'ETUR'N BASED ON: ORIGINAL RETURN
1. Real Estate CSchodulo A) C1) •0 0 NOTE: To onsuro proper
2. Stocks and Bo~ds CSchodulo B) C2) 1 2,6 6 5_ credit to your account,
.0 0 submit the upper portion
3. Closely Hold Mock/Partn4rship Interest CSchodulo C) C3) of this form with your
4. Mortgages/Notes Receivable tSchodulo D) C4) •0 0 tax payment.
5. Cash/Bank Dop~sits/Misc. Personal Proporty CSchodulo E) C5)w 35:.978.55
6. Jointly Owned ~ Proporty CSchodulo F) C6) _111, 445.42
7. Transfers CSchodulo G) C7) 260, 8fl 1 . $6
e. Total Assets C8) 420 , 890.83
APPROVED DEDUCTIO~iS AND EXEMPTIONS:
9. Funeral Expon~os/Adm. Costs/Misc. Expenses CSchodulo H) Cg) 27.0~~8 7
10. Debts/Mortgag~le Liabilities/Lions CSchodulo I) C10) 9 9 3.1..5
11. Total Deductilons C11) 23, 049.02
12. Not Value of 'Tax Return C12) ~. !'~`T,841.$1,
13. Charitable/Golvornmontal Bequests; Non-elected 9113 Trusts CSchodulo J) C13) -~,_.~_,_
14. Net Value of Estate Subject to Tax C14) 3.97,841..81
NOTE: If an asspss~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
refl®ct flipures that include the total of A_ returns ass•ss~d to date.
ASSESSMENT OF TAX':
15. Amount of Line 14 at Spousal rata C15) 229,663._ X 00 .00
16. Amount of Linlo 14 taxable at Lineal/Class A rate C16) 16.8.178.39 x 045 = 7,568.03
17. Amount of Line 14 at Sibling rate C17) -.8 [1 X 12
~. , Q0
~~~~
18. Amount of Line 14 taxable at Collateral/Class B rata C18) .00 X 15 = .00
19. Principal Tax Due C19)= 7,568.03
TAX CREDITS: i
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
1-07-2010 D012 4 157.89 3,000.00
02-24-2010 D012388 .00 1,520.75
PAYMENT MUST BE FADE BY 07-07-2010*.
TOTAL-TAX PAYMENT 4,678.64
BALANCE OF TAX DUE 2,889.39
INTEREST AND PEN. .00
TOTAL DUE 2,889.39
* 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. ~~~„f~
REV-1470 EX (Ot-10)
~ `~ ~ `~
~~ ~~~ DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 171 8-0601
--
DECEDENT'S NAME
Charles Weber
REVIEWED BY
Shejiia Megonneil
EXPLANATI+C~i~i
OF CHANGES
FILE NUMBER
2109-0965
Acnl
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 3 13 Joirhy-Owned Accounts are taxabie outright #o t#~ bene#iciary before de#erminin
9
~ 14 resildue.
G 2 thru Tra~afers are #axable outright to the beneficiary before determining residue.
7 and
9
Row Page 1