HomeMy WebLinkAbout02-06-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JUDY SPRESSLER
15 LONGWOOD DR
MECHANICSBURG
NOTICE OF INHERITANCE TAX ~~~~; ~~~~ pennSy~Vanla
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP Iiz-12)
RECORDED Cat=ICE p~°
REGISTER OE ~':~'~LS
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GLERKOF
OR~'NANS' (OUR i
CAM 8f~o~-N~ ~ O., °A
DATE 01-29-2013
ESTATE OF WELDON GERTRUDE W
DATE OF DEATH 06-12-2012
FILE NUMBER 21 12-0767
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2013
(See reverse side under Objections)
Amount Re^itted
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 ~ _
-------------------- -------------------------------------
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WELDON GERTRUDE WFILE N0.:21 12-0767 ACN: inI nerF. ni_~o_~niz
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) I1) 185,000
00
2.
Stocks and Bonds (Schedule B)
~2) .
283,493.97 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3] .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
C4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 5,555.25
6. Jointly Owned Property (Schedule F) (6) 5,626.00
7. Transfers (Schedule G) ~7) .0 0
s. Total Assets
cs) __ 529.675.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 28. 6 7.4 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions I11) 28,567.44
12. Net Value of Tax Return C12) 501,107.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5 30.0 0
14. Net Value of Estate Subject to Taz C14) 500,577.78
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 C15) .00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~i00 . F;77 _ 7R X 045 = 22, 526.65
17. Amount of Line 14 at Sibling rate C17) -00 X 12 =
.00
1H. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due
TAX CREDITS (19)= 22,524.65
:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-14-2012 CD016778 00
. 22,524.65
TOTAL TAX PAYMENT 22,524.65
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.