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HomeMy WebLinkAbout03-28-08 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 2B0601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 03-24-2008 ESTATE OF NEGLEY VICTOR H DATE OF DEATH 07-04-2006 FILE NUMBER 21 06 - 0652 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-23-2008 ( See reverse side under Objections) Amount Remittedl ~ 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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NEGLEY VICTOR H FILE NO. 21 06-0652 ACN 101 DATE 03-24-2008 RICHARD L WEBBER JR ESQ WEIGLE & ASSOC PC 126 EKING ST SHIPPENSBURG PA 17257 T AX RETURN WAS: (X) ACCEPTED AS F I LED KESERVATION 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) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 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 } CHANGED (l) (2) (3) (4) (S) (6) (7) . DO .00 .00 .00 160,234.28 .00 .00 (9) CIO} 17,705.97 1,969.06 (11 ) CI2} CI3} CI4} 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 Net Value of Estate Subject to Tax NOTE: 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: PAYMENT DATE 09-29-2006 12-18-2007 RECEIPT NUMBER CD007269 CD009091 DISCOUNT (+) INTEREST/PEN PAID (-) 234.21 .00 CIS} CI6} .00 X 140,559.25 X .00 X .00 X CI7} CI8} AMOUNT PAID 4,450.00 1,640.96 BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-19-2007 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. (8) 160,234.28 19.671i n:>; 140,559.25 .00 140,559.25 00 045 _ 12 15 .00 6,325.17 .00 .00 6,325.17 CI9}= 6,325.17 .00 92.72 92.72 \ * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~! IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE U A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)