HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF WEIDNER JOHN T
DATE OF DEATH 08-26-2012
FILE NUMBER 21 12-0980
COUNTY CUMBERLAND
WOLF ESQ NATHAN C ACN 101
10 W HIGH ST APPEAL DATE: 05-23-2014
CARLISLE PA 17013-2922 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4—
REV-1547 EX AFP (08-131 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEIDNER JOHN TFILE NO. :21 12-0980 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 33,153.20 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) 123,042.51
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2,927.87
B. Total Assets (8) 294, 123.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 74,295.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 316.95
11. Total Deductions (11) - 74,612.67
12. Net Value of Tax Return C12) 219,510.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 219,510.91
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 9 and/orE39 VS137
reflect figures that include the total of all returns assessedt*�date.y 7m7 n
ASSESSMENT OF TAX: _� O
15. Amount of Line 14 at spousal rate (15) .00 X "� N
16. Amount of Line 14 taxable at lineal rate (16) 719.`.10 -q1 X -r "18 8 .1—"
17. Amount of Line 14 at sibling rate (17) -n0 X V2
18. Amount of Line 14 taxable at collateral rate (18) .00 X =
19. Principal Tax Due i�l -OMB]
TAX CREDITS: cd>p m
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID G.J
W
11-21-2012 CD016815 493.90 17,500.00
TOTAL TAX PAYMENT 17,993.90
BALANCE OF TAX DUE 8,115.90CR
INTEREST AND PEN. . 00
TOTAL DUE 8,115.90CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE 1 1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (`vrv,`