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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
(QF"Il~DUcnoNS AND ASSESSMENT OF TAX
.'-/
2007 JUt 30 PN I: 2S
CLE,PI< or::
ROGER B IRWIN ESQ ORPHNfS (Yif JRT
IRWIN & MCKNIGHTf'\II.\I')~'" , 'Jul..
.V........'f.. o-'~
60 W POMFRET ST !h
CARLISLE PA 17013
'*
-
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 07-23-2007
ESTATE OF WEIGEL RALPH W
DATE OF DEATH 03- 03-2007
FILE NUMBER 21 07-0249
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2007
( See reverse side under Ohjections)
A.ount Re.itted[ ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~_E~~_r~Y~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEIGEL RALPH W FILE NO. 21 07-0249 ACN 101 DATE 07-23-2007
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
( ) CHANGED
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1,239,660.61
.00
.00
148.779.71
.00
.00
(8)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (SchedUle E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
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)
94,893.25
1.875.71
(11)
Cl2)
(13)
Cl4)
NOTE:
(15)
(16)
Cl7)
Cl8)
.00
.00
64,583.57
723,335.95
X 00
X 045 =
X 12 =
X 15 =
T
R C PT
NUMBER
CD008204
DISCO NT (+)
INTEREST/PEN PAID (_)
5,812.52
AMOUNT PAID
110,437.90
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with Your
tax payment.
1,388,440.32
9".7I;R.9~
1 ,291 ,671. 36
503,751.84
787,919.52
(19)=
.00
.00
7,750.03
108,500.39
116,250.42
If an assess.ent was issued preViOUSly, lines 14. 15 and/or 16, 17. 18 and 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
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
C EDITS:
PAYMENT
DATE
05-23-2007
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
116,250.42
.00
.00
.00