HomeMy WebLinkAbout10-22-10_, NOTICE OF INHERITANCE TAX
APPRA~LSEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF`DEDUCTIONS AND ASSESSMENT OF TAX
PO BDX 280601
HARRISBURG PA 17128-Ob01
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SHIRLEY A `WHEELER" ~'~
835 BELLE VISTA DR
ENOLA PA 17025
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c2) .00
c3) .00
c4) .00
c5) 61 , 000.00
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CUT ALONG THIS LINE --~ __RETAIN LOWER PORTION FOR YOUR RECORDS E"~- ______________
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHEELER THEODORE EFILE N0.:21 09-1081 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 61 , 000.00
c9)_ .00
clo) .00
C11) .0 D
11. Total Deductions 61 , 000.00
12. Net Value of Tax Return C12) 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
(14) 61 , 000.00
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/ar 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX:
000.00 X 00 =
61
. 00
15. Amount of Line 14 at Spousal rate (15) ,
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 (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .D 0
C19)= .0 D
19. Principal Tax Due
Twv rrrnTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .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. _,~~
DATE 10-14-2010
ESTATE OF WHEELER THEODORE E
DATE OF DEATH OS-29-2009
FILE NUMBER 21 09-1081
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013