HomeMy WebLinkAbout10-12-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-"':-. !-'.~!,HOTU:E OF INHERITANCE TAX
~PRAI$E~ENI, ALLOWANCE OR DISALLOWANCE
of DEDUCTIONS AND ASSESSMENT OF TAX
10-08-2007
LOVE
10-14-2006
21 07-0223
CUMBERLAND
101
APPEAL DATE: 12-07-2007
( 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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210601
HARRISBURG PA 17121-0601
2007 OCT 12
r::l~ I')' I 3
i i I r.:...
RICHARD L WEBBER
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
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PA 17257
*'
REV-1547 EX AFP (06-05)
GLENN
E
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOVE GLENN E FILE NO. 21 07-0223 ACN 101 DATE 10-08-2007
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens {Schedule I}
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts {Schedule J}
14. Net Value of Estate Subject to Tax
TAX RETURN WAS: {X} ACCEPTED AS FILED
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/Pa~tne~ship Inte~est {Schedule C}
4. Mo~tgages/Notes Receivable {Schedule D}
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty {Schedule E}
6. Jointly Owned P~ope~ty {Schedule F}
7. T~ansfe~s {Schedule G}
8. Total Assets
CHANGED
{D
{2}
{3}
{4}
{5}
{6}
{7}
.00
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
401,811.74
Ul}
U2}
U3}
U4}
17.1;01;.39
384,306.35
230,576.30
153,730.05
.00
.00
.00
1,699.56
12.50
400,099.68
{8}
6,660.00
{9}
UO}
10,845.39
NOTE: 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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
IS. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
{lS} .00 X 00 .00
{U} .00 X 045 = .00
un 12.50 X 12 = 1.50
US} 153,717.55 X 15 = 23,057.63
U9}= 23,059.13
AMOUNT PAID
23,059.13
{+
INTEREST/PEN PAID (-)
.00
DATE
07-16-2007
NUMBER
CD008418
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-17-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
23,059.13
.00
10.10
10.10
* 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 DUEt:>
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.}