HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP C09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 �������� �} ���� �
��G��-��� �� �g� T 03-25-2013
TE OF WELCH JAMES C
�'��� �pQ �� b� �AT� OF DEATH 02-17-2011
���� ; dIL �UMBER 21 11-0376
J CHAD MOORE ESQ C�,���( �i COUNTY CUMBERLAND
ACN 101
270 MARKET ST QR��A��' �����- APPEAL DATE: 05-24-2013
: M I L L E R S B U R G PA 17 0 61-����R L��D ��' �A (See reverse side under Objections)
/�mount Re�aitted
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 C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WELCH JAMES CFILE N0. :21 11-0376 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ? CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •�� NOTE: To ensure proper
2. Stocks and Bonds CSchedule B? �2� .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 1,4 41.7 3
6. Jointly Owned Property (Schedule F) �6� .0 0
7. Transfers CSchedule G) ��� .0 0
8. Total Assets (8) 1 ,441 .73
APPR�VED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 2,0 25.0 0
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) .0 0
11. Total Deductions C11) 2�025.00
12. Net Value of Tax Return C12� 583.27-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �13� .0 0
14. Net Value of Estate Subject to Tax C14� 583.27-
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) -�� x 0 4 5 = .0 0
17. Amount of Line 14 at sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due �19�= .0 0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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 CCR), YOU MAY BE DUE �1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �