HomeMy WebLinkAbout08-06-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXER APPR~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ~~• ~tDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 L _
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STATE COLLEGE PA 16801
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 08-02-2010
ESTATE OF WIDENER RALPH S
DATE OF DEATH 01-02-2010
FILE NUMBER 21 10-0146
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-0~1-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REIMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
---) R_ETA_IN LOWER POR_TION_ FOR YOUR
CUT ALONG THIS LINE RECORDS F--
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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: WIDENER RALPH SFILE N0.:21 10-0146 ACN: 101 DATE: 08-02-2010
TAX RETURN WAS: C X) 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 credit to your account,
. 0 0 submit the upper portion
3. Closely Held StocklPartnership 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) 2 6,8 0 0.0 0
6. Jointly Owned Property (Schedule F) (6) 26,577.88
7. Transfers (Schedule G) C7) 118, 021 .44
8. Total Assets C8) _ 171 , 399.32
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 5 0.0 0
11. Total Deductions C11) _ 10,252.85
12. Net Value of Tax Return C 12) _ 161 , 146.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) _ 2,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) _ 159 146.47
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 x 00 = .00
C16) 759.146.47 x 045 = 7,161.59
C17) .OO x 12 = .00
C18) .00 X 15 = .00
c19)= 7, 161 .59
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-24-2010 CD012524 358.08 7,000.00
TOTAL TAX PAYMENT 7,358.08
BALANCE OF TAX DUE 196.49CR
INTEREST AND PEN. .00
TOTAL DUE 196.49CR
* 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. ,~-~~