HomeMy WebLinkAbout08-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601 ,;_
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
~APPRAIS~~I-ENT, ALLOWANCE OR DISALLOWANCE
OF`DEDUCTIONS AND ASSESSMENT OF TAX
..,
EILEEN M CO~~'~`'yjKi ',r .r_, 1~.-~ ~~,
335 CONLEY RD
LEWISBERRY PA 17339
pennsylvania ~,
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-09)
DATE 08-02-2010
ESTATE OF WEIGARD RUTH K
DATE OF DEATH 03-04-2010
FILE NUMBER 21 10-0476
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-01-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REINIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-~- _
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEIGARD RUTH KFILE N0.:21 10-0476 ACN: 101 _______________
OR
DATE: 08-02-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) ,Q 0 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) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 273, 007.00
8. Total Assets cs) _ 273, 007.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1,5 7 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,3 8 2.0 0
11. Total Deductions C11) _ 5,957.00
12. Net Value of Tax Return (12) _ 267, 050.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 267, 050.00
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) x 045 = 12, 017.00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 12:017.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-06-2010 CD012717 600.84 11,416.00
07-26-2010 SBADJUST .00 .16
TOTAL TAX PAYMENT 12,017.00
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~`