HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION PPRAISEMENT, ALLOWANCE OR DISALLOWANCE T_,
PO BOX 280601 10RLED OFFICE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA 171 01 JOINTLY HELD OR TRUST ASSETS
REGISTER OF WILLS
DATE 12-22-2014
201 pi�� �� A�,� 1 19 ESTATE OF WEIGLE DELORES L
ti i DATE OF DEATH 01-12-2013
FILE NUMBER 21 13-0113
CLERK OF COUNTY CUMBERLAND
COURT SSN/DC
PATRICIA ORPkb� sS' ACN 14114301
140 AIRegKB@RLQND 01"., PA APPEAL BY DATE:02-20-2015
CARLISLE PA 17013-1105 (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 RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1548 EX AFP C11-14)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 12-22-2014
ESTATE OF:WEIGLE DELORES L DATE OF DEATH:01-12-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0113 S.S/D.C. NO. : ACN: 14114301
TAX RETURN WAS: C ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO. : 003000017819294
TYPE OF ACCOUNT: ( ))SAVINGS C ) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 08-17-2000
Account Balance 1,914.44 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 957.22 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 957.22 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 43.08 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-13-2014 CDO19908 .00 27. 14
INTEREST IS CHARGED THROUGH 12-30-2014 TOTAL TAX PAYMENT 27. 14
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 15.94
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1 .46
TOTAL DUE 17.40
x IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
f
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
"E'_ _ DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,FA 18-
DECEDENT'S NAME FILE NUMBER
Dolores L Weigle 2113-0113
REVIEWED BY ACN
Amber/Agent 192 14114301
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The claimed bill pertaining to the grave opening and other debts are not allowed against
the jointly held accounts. These expenses are probate deductions, which the estate
attorney, executor or executrix are required to claim; the decedent's estate will have to
reimburse you for these paid debts. This account can be reported and paid on the
Inheritance tax return.
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