HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES AP'PRAI'SE~IENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
CYNTHIA VON SCN'LICHTEN
3513 N FRONT ST
HBG PA 17110
DATE 03-14-2011
ESTATE OF WEBER WILLIAM
DATE OF DEATH 09-17-2010
FILE NUMBER 21 10-1000
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-13-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______________
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEBER WILLIAM FILE N0.:21 10-1000 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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)
C1) 70, 000.00 NOTE: To ensure proper
~2) ,0 0 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
(4) • 00 tax payment.
c5) 23, 012.36
c6) .00
c7)_ 468,862.47
c8) 561 , 874.83
c9) 8 , 033.17
clo) 685.70
11. Total Deductions X11) 8,718.87
12. Net Value of Tax Return C12) 553, 155.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 553, 155.96
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 553.1 5.96 x 12 = 66,378.71
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 66,378.71
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-16-2010 CD013800 3,318.94 63,059.77
TOTAL TAX PAYMENT b6,378.71
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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