HomeMy WebLinkAbout09-08-15 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 (11-14)
PO BOX 280601
HARRISBURG PA :rif Ln OF
RECORDED II L
�; '_, LS DATE 08-31-2015
ESTATE OF WEIGLE DELORES L
Q� 2 t13 DATE OF DEATH 01-12-2013
1 L U FILE NUMBER 21 13-0113
ri.. � COUNTY CUMBERLAND
CtANIELS` ESQ WILLIAM S ACN 101
ORP} r `,�05:�„y
APPEAL DATE: 10-30-2015
1� W,.HIGH:'ST; A� (See reverse side under Objections)
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Cu mpRLISLE PA 17013-2951 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
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEIGLE DELORES LFILE NO. :21 13-0113 ACN: 101 DATE: 08-31-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 123,600.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,1 09.0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9,774.34
6. Jointly Owned Property (Schedule F) C6) 978.49
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 135,461 .83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,566.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4 6,94 0.24
11. Total Deductions (11) 63,507.20
12. Net Value of Tax Return (12) 71,954.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 71,954.63
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 C16) 71 .9r,4_63 X 045 = 3,238.92
17. Amount of Line 14 at sibling rate (17) 0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,238.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-13-2015 CD020494 10.85- 3,249.77
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-14-2015 TOTAL TAX PAYMENT 3,238.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. 134.69
TOTAL DUE 134.69
* 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. �\n