HomeMy WebLinkAbout01-03-11..,;~:,
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~~3~n,-.ti "'`1~`ICE OF INHERITANCE TAX pennsylvan~a ~
I ~~ ' ~',.i~ ``?~~P~tA~~~E NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~?'~ ~ i- ; aF~''~~~UCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C12-10)
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PO BOX 280601
HARRISBURG PA 17128-0601
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STEPHANIE KLEI~F~Lt~EI~'~ E:S'Q'`'" ~~
STE 400
635 N 12TH ST
LEMOYNE PA 17043
DATE 12-27-2010
ESTATE OF WEISS JOSEPHINE M
DATE OF DEATH 07-24-2009
FILE NUMBER 21 09-0718
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEISS JOSEPHINE MFILE N0.:21 09-0718 ACN: 101
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OR
DATE: 12-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
i. Real Estate (Schedule A) C1) 153, 161.64 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) C5) 1,12 5.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 3, 879.93
8. Total Assets C8) 158 , 166 .57
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 21,9 9 6.1_0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 78 5.19
11. Total Deductions C11) 22, 781.29
12. Net Value of Tax Return C12) 135, 385.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 135, 385.28
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 C15) .0 0 X 0 0 = .0 0
' 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 135. 8 S x 045 = 6,092.34
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)= 6, 092.34
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-13-2010 CD012613 .00 2,219.24
04-13-2010 CD012612 .00 5,352.83
TOTAL TAX PAYMENT 7,572.07
BALANCE OF TAX DUE 1,479.73CR
INTEREST AND PEN. .00
TOTAL DUE 1,479.73CR
* 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.