HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX pennSV~Van~a ~~
BUREAU OF INDIVIDUAL TAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE .7
INHERITANCE 7AX DIVISION OF DEDUCTIONS AND ASSESSMENT OF T'AX DEPARTMENT OF REVENUE ;.
PO BOX 280601 REV-1547 EX AFP (12-10) ~-~
HARRISBURG PA 17126-!1601
DATE 05-09-2011
ESTATE OF WERT CODY E
DATE OF DEATH 12-13-20D9
FILE NUMBER 21 10-0038
ROBERT WERT COUNTY CUMBERLAND
426 SPEEDWAY DR ACN 101
APPEAL DATE: 07-08-2011
MECHANICSBURG PA 17055 (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: WERT CODY EFILE N0.:21 10-0038 ACN: 101 DATE: 05-09-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
(2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. MortgageslNotes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,24 3.$8
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 9.243 88
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) ~r,7--.61 .Z.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,159.41
11. Total Deductions
12•
Net Value of Tax Return cll) 21,920.92
13. Charitable/Governmental Bequests; Non-elected 9113 12,677.04-
14. Trusts (Schedule J)
Net Value of Estate Subject to Tax (13) .00
c14) 12,677.04-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflec
t figures that
include the total
of ALL ,
returns ,
and
19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14 at Spousal rate (15) 00 00 =
16. Amount of
Line 14 taxable at
Lineal/Class A rate
(16) .
X
.00 x
045 = .00
17. Amount of
Line 14 at Sibling
rate
(17) .00
18. Amount of
line 14 taxable at
Collateral/Class B rate (18)
.n~ x
00 -
12 -
15 =
.00
19. Principal
Tax Due .
X .00
TAX CREDITS:
c19)=
.00
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT F'AID
TOTAL TAX PAYMENT .00
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.