HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIRIEDONRA_',FS OFFICE W-DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVIS REV-1547 EX AFP (08-13)
PO BOX 280601
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HARRISBURG PA 17J SO'C) i
DATE 11-03-2014
-N 0 V 19 Fi u,7' ESTATE OF WEBER CARL L
CLF�' DATE OF DEATH 10-02-2013
FILE NUMBER 21 13-1079
ORPHAN'S' COUNTY CUMBERLAND
BOGAFCUM0ER!_,' 'JAMES ","D ACN 101
1 W MAIN ST APPEAL DATE: 01-02-2015
SHIREMANSTOWN PA 17011-6327 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 46-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEBER CARL LFILE NO. :21 13-1079 ACN: 101 DATE: 11-03-2014
TAX RETURN WAS. ( X) ACCEPTED AS FILED C CHANGED
' APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 118,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 9,549.18 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (S) .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) 124,344.42
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 298,457.79
8. Total Assets 550,351.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 37,726. 10
10, Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 37,726. 10
12. Net Value of Tax Return (12) 512,625.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 512,625.29
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 cis) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 912.42r;_29 X 045 = 23,068.14
17. Amount of Line 14 at sibling rate (17) .00, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due C19)= 23,068.14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-31-2013 CDC18591 1,112.35 21,134.64
07-01-2014 CDO19370 .00 821 . 15
TOTAL TAX PAYMENT 23,068. 14
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.