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HomeMy WebLinkAbout11-28-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WALTERS III MURREL R 54 E MAIN STREET MECHANICSBURG, PA 17055 ______n fold ESTATE INFORMATION: SSN: 202-05-1054 FILE NUMBER: 2106-1127 DECEDENT NAME: WEIR ALMA H DATE OF PAYMENT: 11/28/2007 POSTMARK DATE: 11/28/2007 COUNTY: CUMBERLAND DATE OF DEATH: 12/16/2006 NO. CD 009022 ACN ASSESSM ENT CONTROL NUMBER AMOUNT 101 I $142.21 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTORNEY CHECK# UNNUMBERED SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $142.21 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV-15~7 EX AFP (06-05) DATE 11-20-2007 ESTATE OF WEIR ALMA H DATE .OF DEATH 12-16 -2006 FILE NUMBER 21 06-1127 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 01-19-2008 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV:is47-EX. AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX. APPR AISEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEIR ALMA H FILE NO. 21 06-1127 ACN 101 DATE 11-20-2007 MURREL R WALTERS III 54 E MAIN ST MECHANICSBURG PA 17055 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) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) .00 .00 .00 .00 142,898.07 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 8. Total Assets (8) 142,898.07 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions (9) (0) 14,650.60 Net Value of Estate Subject to Tax 4,015.28 (1) (2) (3) (4) 18.6615.88 124,232.19 117,088.84 7,143.35 12. 13. 14. Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) If an assessment 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 NOTE: .00 X 00 .00 .00 X 045 = .00 .00 X 12 .00 7,143.35 X 15 1,071.50 (19)= 1,071.50 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 TAX CREDITS' (15) (6) ( 17) (8) PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-29-2007 CD008601 .00 931.74 INTEREST IS CHARGED THROUGH 12-05-2007 TOTAL TAX CREDIT 931.74 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 139.76 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.45 TOTAL DUE 142.21 * IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR r41 rill ATTnu nc A1"\nT-r'l'....'...,