HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RE~~f~~~_:~C~~~~~T~=C~I~:~LOWANCE
i:~:():F-i!HfilliC'fi'DN!S\ ~ND ASSESSMENT OF TAX
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'*
REV-1547 EX AFP (06-05>
2007 DEe ~5
RICHARD L WEBBER
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
c LH~r~ ('F
Or'" ,-
it
r.' "
JR ESQ-o',
Pi'112: 33 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-26-2007
WISER JR
02-23-2007
21 07-0193
CUMBERLAND
101
APPEAL DATE: 01-25-2008
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CARL
A
PA 17257
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 WISER JR CARL A FILE NO. 21 07-0193 ACN 101 DATE 11-26-2007
TAX RETURN WAS: (X> ACCEPTED AS FILED
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
O}
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
128,342.22
.00
.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
128,342.22
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)
14,922.20
UO}
4.244.37
Oll
02}
03}
U4}
19.166..1i7
109,175.65
59,175.65
50,000.00
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:
lS. 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 {18}
NOTE:
19. Principal
TAX CREDITS:
PAYM NT
DATE
05-23-2007
09-11-2007
Tax Due
09}=
.00
2,250.00
.00
.00
2,250.00
US}
06}
on
.00 X
50,000.00 x
.00 x
.00 x
00
045 =
12 =
15 =
R C IP
NUMBER
CD008203
CD008656
DISCOUNT (+)
INTEREST/PEN PAID (-)
11 0 . 53
.00
AMOUNT PAID
2,100.00
39.47
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 2,250.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( 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.)