HomeMy WebLinkAbout12-19-12NOTICE OF INHERITANCE TAX r~ `
Pennsylvania ~ ~
BUREAU OF INDIVIDUAL TAXES A{~~P~4~LSfMfNT,l=q'C)~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ -0F DEDUCTiQN,S AND ASSESSMENT OF TAX
PO BOX 280601 ~ REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601 ~'~
. ,. r f
._
(~(^ CLER ~=~
' ~ ~ I i
PETER J RESSLER ESQ~i I~ t{~ ' t ~ '?,r',
PO BOX 5950
3401 N FRONT STREET
HARRISBURG PA 17110
DATE 12-12-2011
ESTATE OF WELKER CAROLYN S
DATE OF DEATH 11-06-2010
FILE NUMBER 21 10-1181
COUNTY CUMBERLAND
ACN l0a
APPEAL DATE: 02-10-2012
(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 THIS LINE _ -1 R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F--
_
_
REV-1547 EX AFP C12-107 NOTICE OF INHERITANCE TAX APPR _
AISEMENT, ALLOWANCE ____
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE. OF: WELKER CAROLYN SFILE N0.:21 10-1181 ACN: .101 DATE: 12-12-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETWRN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
. NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 5,362.4 6 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
DO of this form with your
. tax payment.
5. Cash/Bank Deposits/M'isc. Personal Property (Schedule E) (5) 20,329.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 50,441.82
8. Total Assets
APPROVED D CS) _ 76.134.04
EDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 16.780.3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12.459.10
11. Total Deductions (11) 29,239.43
12. Net Value of Tax Return (12) 46,894.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
c14) 46,894.61
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 (15) .UO X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 =
17
A .00
. mount of Line 14 at Sibling rate C17) r10 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 46,894. Ei2 X 15 - 7, 034.19
19. Principal Tax Due
TAX CREDITS: C19)= 7,034.19
rnrntNi RECEIPt DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-27-2011 CD0139 0 263.16 5,000.00
08-04-2011 CD014808 .00 1,7'71.03
TOTAL TAX PAYMENT 7,034.19
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.