HomeMy WebLinkAbout07-05-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TA~t~tw;~,;~M1q~IUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ...
PO BOX 280601 ~~~~ Y; ~V E ~ `P~'~
HARRISBURG PA 17128-0601
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AN`S COURT
THOMAS E FuQl~ ~i.,~ ~~ . PA
10 W HIGH ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-10)
DATE 06-27-2011
ESTATE OF WEISS ARLINE C
DATE OF DEATH 01-20-2011
FILE NUMBER 21 11-0174
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-26-2011
(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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEISS ARLINE (FILE N0.:21 11-0174 ACN: 101 DATE: 06-27-2011
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) 807,834.92
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) 105, 813.15
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 53,551.51
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 398, 023.46
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 1 , 365 , 223.04
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 5.78 6.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 5.0 0
C11) 25,851.61
11. Total Deductions 339, 371.43
1
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
bject to Tax
t
S
f E
t (14) 1 , 339 , 371 .43
14. u
a
e
s
Net Value o
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 C16) 1 , 329 , 371 . 43_ X 045 = 59, 821 .71
17. Amount of Line 14 at Sibling rate C17) 10. 000.00 X 12 = 1,200.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 61,021.71
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-18-2011 CD014316 3,050.00 57,950.00
PAYMENT MUST BE MADE BY 10-20-2011.
TOTAL TAX PAYMENT 61,000.00
BALANCE OF TAX DUE 21.71
INTEREST AND PEN. .00
TOTAL DUE 21.71
* 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.