HomeMy WebLinkAbout10-27-14 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 (08-13)
PO BOX 28060100"FiCE OF
HARRISBURG PA 17128-ORT C 0 q, D ED
DATE 10-27-2014
ESTATE OF WEAVER JOAN A
?019 OCT 27 M 12 5 DATE OF DEATH 10-04-2013
FILE NUMBER 21 13-1144
COUNTY CUMBERLAND
SIPE ORPPALEX'ANDRAM
r ACN 101
MAXWELL FrICES APPEAL DATE: 12-26-2014
237 E MAIN ST (See reverse side under Objections)
WAYNESBORO PA 17268-1667 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17015
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEAVER JOAN AFILE N0. :21 13-1144 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (l) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 109,595.13 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .
f this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 24,377.27
6. Jointly Owned Property CSchedule F) (6) 1,118.37
7. Transfers (Schedule G) (7) 43,012.17
8. Total Assets 178,102.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,448.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 15,214.44
11. Total Deductions (11) 36,662.94
12. Net Value of Tax Return (12) 141,440.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 141,440.00
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) .00, X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 141 .440_(1[1 X 045 = 6,364.80
17. Amount of Line 14 at sibling rate (17) An x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 6,364.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-19-2013 CDO18547 315.79 6,000.00
06-25-2014 CDO19338 .00 64.80
TOTAL TAX PAYMENT 6,380.59
BALANCE OF TAX DUE 15.79CR
INTEREST AND PEN. .00
TOTAL DUE 15.79CR
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. qX