HomeMy WebLinkAbout09-17-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ A((~~P[I~ ~ TALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION !~L'Cv~kl~G~~;t .L~ NS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 T"') ' Sr i it
HARRISBURG PA 17128-0601 ~~~~~1~;:'!
~12SEP 17 PM 1• SG DATE 09-11-2012
ESTATE OF WILLIS WILLIAM K
DATE OF DEATH 09-16-2010
~,`'',j., _,;. FILE NUMBER 21 10-1095
JERRY A WEIGLE ESQM~~rv R~~h~~~ ACNNTY lO1BERLAND
126 E K I NG ST t~lJ~a-T"N./~`~ APPEAL DATE . 11 - 10 - 2012
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIS WILLIAM KFILE N0.:21 10-1095 ACN: 101 DATE: 09-i1-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 248,800.00 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) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 248.800.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 8.14 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 665.75
11. Total Deductions (11) 8,808.25
12. Net Value of Tax Return (12) 239,991.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 229,859.55
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 239, 991 .75 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
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 TS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.