HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
" ~!;,~~ln",ENT OF REVENUE
, \Nijti~E ~f INHERITANCE TAX
AP~RAISEHE~T, ALLOWANCE OR DISALLOWANCE
'OF DEDUCT'tONS AND ASSESSMENT OF TAX
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
REV-1547 EX AFP (06-05)
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DATE 12-17-2007
ESTATE OF LEAPHART BETTY J
DATE OF DEATH 10-02-2006
FILE NUMBER 21 06-1031
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-15-2008
( 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 +-
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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 LEAPHART BETTY J FILE NO. 21 06-1031 ACN 101 DATE 12-17-2007
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JERRY A WEIGLE ESQ
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
PA 17257
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
RETURN
(1)
(2)
(3)
(4)
(5)
(6)
(7)
NO. 01
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
.00
.00
.00
.00
.00
.00
10,565.81
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5.
6.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8.
Total Assets
10,565.81
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
437.63
(9)
(10)
.00
(11)
(12)
(13)
(14)
437.63
10,128.18
.00
165,468.09
NOTE:
If an assessment was issued previously, lines 14, 15 ~nd/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
TAX CREDITS'
.00 X 00 .00
165,468.09 X 045 = 7,446.07
.00 X 12 = .00
.00 X 15 = .00
(19)= 7,446.07
(15)
(16)
(17)
(18)
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-21-2006 CD007598 368.42 7,000.00
09-12-2007 REFUND .00 359.22-
10-16-2007 CD008816 4.47- 455.77
TOTAL TAX CREDIT 7,460.50
BALANCE OF TAX DUE 14.43CR
INTEREST AND PEN. .00
TOTAL DUE 14.43CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. S
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)