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HomeMy WebLinkAbout03-14-07 03-12-2007 WEAVER 11-26-2004 21 05-0102 CUMBERLAND 101 APPEAL DATE: 05-11-2007 ( See reverse side under Objections) A.ount Re.ittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~URiAU ~ INDIVIDUAL TAXES IiiMflIITANCE TAX DIVISION PO BOX 28G601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE i' -r-v\~,>.-HOl'U:~ OF INHERITANCE TAX 'APf~AisEKE~r',-~I;JL:Q\tlANCE OR DISALLOWANCE O.l= D~DUc.T"I1)N.S AND ASSESSMENT OF TAX ". I 20G7 tcft, f? f I " ..../, 'l,-iii DATE 8: 22ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN c8~pR?~::;\ C: HUGH C WEAVER 33 BOURBON RED DR MECHANICSBURG PA 17050 *' REV-1547 EX AFP (06-05) ELLEN C TO: CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEAVER . ELLEN C FILE NO. 21 05-0102 ACN 101 DATE 03-12-2007 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 38,518.00 199,616.26 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 12,501.34 .00 (11) Cl2) Cl3) Cl4) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 238,134.26 17.1;01 ~4 225,632.92 2,050.00 223,582.92 NOTE: 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. If an assess.ent was issued previously, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due DITS: AMENT DATE 02-25-2005 11-20-2006 .00 X 00 223,582.92 X 045= .00 X 12 = .00 X 15 = Cl9)= Cl5) Cl6) Cl7) Cl8) +) PAID (-) 422.12 .00 R C IPT NUMBER CD004991 CD007464 AMOUNT PAID 8,020.28 522.03 INTEREST IS CHARGED THROUGH 03-27-2007 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 10,061.23 .00 .00 10,061.23 8,964.43 1,096.80 158.16 1,254.96 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED. .~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~' A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Ellen C. Weaver FILE NUMBER Destiny S.R.Brown ACN 2105-0102 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES Lineal heirs are taxable at the rate of 4.50k for dates of death on or after 07-01-2000. ROW Page 1