HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APP~1~I''S`E~MENT, ;AiLLANCE OR DISALLOWANCE
__ f, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 0~ D.~DWCTION$. ~~MD ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 •.
HARRISBURG PA 17128-0601 '"
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GWENDOLYN E PICOT '` ~- '~ ` -' "'"
10082 POST OAK TERRACE
MANASSAS VA 20110
DATE 01-17-2011
ESTATE OF WETZEL MARY E
DATE OF DEATH 12-12-2009
FILE NUMBER 21 10-1116
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-18-2011
(See reverse side under Objections)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 T_H I S L I NE - - - - --~ R_ ETA_ I N LOWER PO R
TI ON
FOR YOUR RECO
RDS F'--
REV-15 _
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47 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WETZEL MARY EFILE N0.:21 10-1116 ACN: 101 DATE: 01-17-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 0 0
2.
Stocks and Bonds (Schedule B) C2) .
,0 0 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
5,7 7 0.0 0 tax payment.
6. Jointly Owned Property (Schedule F) C6) 24,819.67
7. Transfers (Schedule G) C7) 18, 338.44
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 48 , 928.11
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9. 4 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,74 4.8 2
11. Total Deductions C11) 18, 084.82
12. Net Value of Tax Return C12) 30,843.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 30,843.29
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.
ASSESSMEN
T 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:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
11-06-2010 CD013620 8.24-
01-10-2011 SBADJUST .00
C15) .00 x 00 = .00
C16) 30 .843 . ~9 x 045 = 1 , 387.95
c17) _ no x 12 = . 00
c18) .00 x 15 = .00
c19)= 1,387.95
AMOUNT PAID
,396.19
.16
TOTAL TAX PAYMENT 1,387.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.