HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-13)
PQ BOX 2B0601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF WEIGLE MILDRED L
DATE OF DEATH 04-19-2013
FILE NUMBER 21 13-0463
COUNTY CUMBERLAND
STONE ESQ DAVID H ACN 101
414 BRIDGE ST APPEAL DATE: 04-18-2014
NEW CUMBERLAND PA 17070-1927 (See reverseside under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE __-- -► RETAIN LOWER PORTION FOR YOUR RECORDS 4--
-'-'---------------- --'-'-----^-----^---------------'---------"--------------------
REV-1547 £X AFP {08-13? NOTICE 4F INHERITANCE TAX APPRAISEMENT. ALLOWANCE 4R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEIGLE MILDRED LFILE NO. :21 13-0463 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,304.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule t) f3} of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,284.33
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) 17,561 .01
8. Total Assets (8) .43.149..34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) 16.879.63
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 413.47
11. Total Deductions (11) 17,293.iO
12. Net Value of Tax Return (12) 25,856'24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 25,856.24
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) •00 X 00 = .06
16. Amount of Line 14 taxable at lineal rate (16) 2c+-R66-94 X 045 = I':163.53;1
_ )
17. Amount of Line 14 at sibling rate (17) - 00 X 12?�, -c "T00--)
18. Amount of Line 14 taxable at collateral rate CIS) .DO X 15= r-T 'OO=rj
19. Principal Tax Due O==4 1';163:53L
TAX CREDITS: ---
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID (_1(-,
DATE NUMBER INTEREST/PEN PAID C-)
07-17-201'3- CDO17906 52.63 1,000.0 ,
tl
10-23-2013 CDD18306 .00 110.90 r_., •• �raC.7
TOTAL TAX PAYMENT 1 ,163.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
a IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.