HomeMy WebLinkAbout06-15-12u ~~
. ~~~ OF INHERITANCE TAX Pennsylvania e~~1~
BUREAU OF INDIVIDUAL TAXES ~~ ~, I $5~E .ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~i-~}J~f-; ~~CJ~~ONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-11)
PO BOX 280601 4'"`"
HARRISBURG PA 17128-0601
LU~L~~~ (J ~~ Z~ ~~ DATE 06-11-2012
ESTATE OF WEAVER DAVID E
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:~'. DATE OF DEATH 05-05-2011
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SUSAN H CONFAIR ACN 101
2331 MARKET ST APPEAL DATE: 08-10-2012
CAM P H I L L P A 17 01 1- 4 6 4 2 ( See reverse side under Objections )
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE ~ RETAIN LOWER POR TION FOR YOUR RECORDS ~
REV-15 47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: WEAVER DAVID EFILE N0.:21 11-Ob21 ACN: 101 DATE: Ob-11-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 161,800.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .~~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) (5) b1,078.65
6. Jointly Owned Property (Schedule F) (6) 120,050.00
7. Transfers (Schedule G) (7) .00
8. Total Assets cs) _ 342 > 928 . b5
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (9) 18,070.05
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 245,770.49
11. Total Deductions C11) 263,840.54
12. Net Value of Tax Return (12) - 79,088.11
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) C13) - .00
14. Net Value of Estate Subject to Tax C14) 79,088.11
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 17.099.0 x 045 = 769.46
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 (18) 51 , 989.08 X 15 - 7, 798.36
19. Principal Tax Due (19J'= 9,767.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-04-2011 CD01480b 488.39 1b,500.00
TOTAL TAX PAYMENT 16,988.39
BALANCE OF TAX DUE 7,220.57CR
INTEREST AND PEN. .00
TOTAL DUE 7,220.57CR
* 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.