HomeMy WebLinkAbout11-29-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
;A~E'QA~SEMENT, ALLOWANCE OR DISALLOWANCE
- ~ OF' DEDUC'f:'tOiNS AND ASSESSMENT OF TAX
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AARON C JACKSON E ~F r~r~ "' ~s~'
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111 N FRONT ST
PO BOX 889
HARRISBURG PA 17108-0889
C1) .00
C2) .00
c3) .00
C4) .00
c5) 355, 042.86
C6) .00
~7) 117,800.69
CUT ALONG THIS LINE --i RETAIN LOWER PORTION FOR-YOUR_RECORDS_ E-- __ _______________
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEIDNER VALERIA MFILE N0.:21 10-0392 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: C 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 C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 472 , 843.55
c9) 18 , 481.59
clo) 1,151.53
C11) 19, 633.12
11. Total Deductions (12) 453,210.43
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 f Estate Subject to Tax
t V
l
N C14) 453, 210.43
. ue o
e
a
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) 4S3 . 21 0.43 X 045 = 20 , 394.47
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 20,394.47
TAY f'RFT)TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-25-2010 CD012994 947.37 18,000.00
09-03-2010 CD013302 .00 1,494.47
DATE 11-15-2010
ESTATE OF WEIDNER VALERIA M
DATE OF DEATH 03-27-2010
FILE NUMBER 21 10-0392
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SWUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 20,441.84
BALANCE OF TAX DUE 47.37CR
INTEREST AND PEN. .00
TOTAL DUE 47.37CR
* 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. _
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