HomeMy WebLinkAbout04-13-07
04-09-2007
WEIBLEY
04-16-2006
21 06-0431
CUMBERLAND
101
APPEAL DATE: 06-08-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
13 P,'t 12:
r~ ,"
J ~,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID PATRIOOr-~~l<J~$f:ESQ
4 JAMES C~,~LE .. "
SHIPPENSBURG PA 17257
'*
REV-1547 EX AFP (06-05)
KATHRYN
H
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-Ex-AFp-co3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEHENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEIBLEY KATHRYN H FILE NO. 21 06-0431 ACN 101 DATE 04-09-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
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)
109,900.00
.00
.00
.00
58,532.91
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
23,519.28
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
(9)
(10)
18.599.56
(11)
(12)
(13)
(14)
Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
168,432.91
~7.118.8~
126,314.07
.00
126,314.07
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of A.!J... 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/Class A rate (16) 126,314.07 X 045 = 5,684.13
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,684.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE j NUMBER INTEREST/PEN PAID (-)
07-13-2006 / CD006962 284.21 6,750.00
TOTAL TAX CREDIT 7,034.21
BALANCE OF TAX DUE 1,350.08CR
INTEREST AND PEN. .00
TOTAL DUE 1,350.08CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. I'(
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~U
A REFUND. SEE REVER~~ ~Tn~ nl:' TUT~ cono.. ~nD 'l'uC"'...nll""....._u_ _