HomeMy WebLinkAbout04-27-11 (2)NOTICE OF INHERITANCE TAX Pennsylvania ~
rrr~-~ APRR SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL~$.AX~S , ,. ~~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -; ~ ~ ,f.~~•DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 f~_l` _, .. ~. ,~
HARRISBURG PA 17128-0601 -
__ ~ ~ DATE 04-18-2011
ESTATE OF WESTHAFER WINFRED A
DATE OF DEATH 05-27-2010
`'! E'~" ~'~ FILE NUMBER 21 10-0684
G~'~P~ ~P~',S ~ ~ ~~~
''~ COUNTY CUMBERLAND
DAVID H ~'~~CLF'~':ESG( '!r '~"
r ~'~ ACN 101
STE 201 APPEAL DATE: 06-17-2011
101 1 M U M M A R D ( See reverse side under Objections )
LEMOYNE PA 17043 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 (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WESTHAFER WINFRED AFILE N0.:21 10-0684 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ens
2.
Stocks and Bonds (Schedule B)
(2)
1,415.40 ure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,136.97
6. Jointly Owned Property (Schedule F) C6) 17,849.31
7. Transfers (Schedule G) ~7) 127,262.37
8. Total Assets c8) _ _ 150 , 664.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq)_ 9,90 9. 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9 08.98
11. Total Deductions X11) 10,818.25
12. Net Value of Tax Return C12) 139,845.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 139,845.80
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 139 .84~.fi0 x 045 = 6,293.06
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 - .0 0
19. Principal Tax Due (19) = 6,293.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-24-2010 CD013243 294.74 5,600.00
02-08-2011 CD013999 .00 398.33
TOTAL TAX PAYMENT 6,293.07
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ 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 FDR INSTRUCTIONS.