HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 ��/'+t1�ft�� ���E��� ��"
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��(?����;� {)� #����-�,,.� DATE 03-25-2013
ESTATE OF WEIDNER ANN E
J�,'`�� ��� �� �� � �z DATE OF DEATH 05-05-2012
FILE NUMBER 21 13-0092
ROGER B IRWIN ESQ C�`��K �� COUNTY CUMBERLAND
60 WEST POMFRET ��yQ�sj �pu�� ACN APPEAL DATE: 05-24-2013
CARL ISLE ���Q,���,�d ��.� PQ (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 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: WEIDNER ANN EFILE N0. :21 13-0092 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) C1) •0� NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� .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 (Schedule D) C4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E� (5) 9 9 0.2 3
6. Jointly Owned Property (Schedule F) C6� .0 0
7. Transfers CSchedule G) ��� 21,449.58
_ 8. Total Assets cs) 22,439.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) �9� 4,813.5 0
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 5 3.2 9
11. Total Deductions C11) 4,866.79
12. Net Value of Tax Return C12� 17,573.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0
14. Net Value of Estate Subject to Tax C14� 17,573.02
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) �7•57;-�� X 045 = 790.79
17. Amount of Line 14 at sibling rate C17) -0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19�- 790.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-23-2013 CD017091 .00 790.79
TOTAL TAX PAYMENT 790.79
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 FOR INSTRUCTIONS.