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HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA ~ DEPARTMENT OF REVENUE ~ NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ppp~ZA~SEMENT,~ ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION '".~.~G~a~ HF,DaCTY'ONS AND ASSESSMENT OF 1'AX PO BOX 280601 __ . !' i _ .. .. HARRISBURG PA 17128-0601 - REV-1547 EX AFP (06-05) DATE 06-03-2008 ~~~~ ~~_~ _~ ~~~ ~~. ~ ~ ESTATE OF WEIKEL PEGGY J DATE OF DEATH 12-23-2007 FILE NUMBER 21 08-0065 UL~~~~C Or COUNTY CUMBERLAND ALLEN L WEIKEL ~~~~,~,'~y` ';;"`~;~11~T ACN 101 129 LIMESTONE DR Ct~',`~'r ,1''... ' Da APPEAL DATE: 08-02-2008 CAMP H I L L P A 17 011 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --• RETAIN LOWER PORTION FOR YOUR RECORDS E-- -------------- ----------------------------------------------------------------------------- REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEIKEL PEGGY J FILE N0. 21 08-0065 ACN 101 DATE 06-03-2008 TAX RETURN WAS: C ) ACCEPTED AS FILED C 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) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) 1,877.00 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) (7) .00 8. total Assets (B) 1,877.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 1,877.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions C11) 1 .877.00 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) .00 NOTE: 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 Lihe 14 at Spousal rate C15) • 00 X 00 _ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00 17. Amount of Line 14 at Sibling rate (17) . DO X 12 _ . 00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00 19. Principal Tax Due (19)= .00 TAY CDFTITTC PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .OD TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. .~ / FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~\Try( A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) J_ `J` REV-1470 EX (6-88) I1 2 ~ ~~: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG. PA 17128-0601 DECEDENTS NAME Weikel, Peggy J. INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER 2108-0065 REVIEWED BY ACN Justin R. Gilmore 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H g Reduced to $1877.00. Family exemption can only be claimed against assets subject to will or intestacy. Row Page 1