HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~-, ,~,'--'-,,"V- ,".
.Noh~E'QF INHERITANCE TAX
APPRAUEME!'ff,ALLOWANCE OR DISALLOWANCE
"'OF" DEDUCHONSAND ASSESSMENT OF TAX
'*
I: 0 IgA TE 12 - 17 - 2 0 0 7
ESTATE OF WEIGLE ELINOR R
DATE OF DEATH 01-06-2007
FILE NUMBER 21 07-0072
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 (03-05J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEIGLE ELINOR R FILE NO. 21 07-0072 ACN 101 DATE 12-17-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
"Oin7 Df:"r ') I
L .1.. I "':_'q~ L
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t rt
JAMES D FLOWER JR ESQ
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17013
REV-1S47 EX AFP (06-0S)
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) (I)
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)
8.
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.
13.
14.
Net Value of Tax Return
139,900.00
.00
.00
.00
4,122.63
9,028.28
.00
(8)
153,050.91
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
(10)
14,195.89
1,347.31
(11)
(12)
(13)
(14)
1Ii .1543.20
137,507.71
.00
137,507.71
Net Value of Estate SUbject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
NOTE:
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
AX CREDITS:
PAYMENT
DATE
04-04-2007
09-20-2007
REC I T
NUMBER
CD007971
CD008716
D SCOUNT (+)
INTEREST/PEN PAID (-)
308.42
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15)
(16)
.00 X
. DO X
. DO X
137,507.71 X
.00
.00
.00
20,626.13
20,626.13
DO
045 =
12 =
15 =
(17)
(18)
(19)=
AMOUNT PAID
5,860.00
14,457.72
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
20,626.14
.0ICR
.00
.0ICR
( 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.)