HomeMy WebLinkAbout09-26-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
', ttUTIGE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _. df'PRdISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUL~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ _ _,_.
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
L~~~ ~~ '~ LU n. i 1 i ~ ssl DATE 09-22-2008
ESTATE OF TAYLOR DREW M
~ DATE OF DEATH 06-13-2006
,~ ,~
_ FILE NUMBER 2ll 06-0623
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'' " COUNTY ClMBERLAND
JERRY A WEIGLE ES6~;_'' '-- ^~~'• ACN 1(11
WEIGLE 8~ ASSOC APPEAL DATE: 11-21-2008
126 E K I NG ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PE1 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 TAYLOR DREW M FILE N0. 21 06-0623 A(:N 101 DATE 09-22-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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)
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. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
cs) 3,375,000.00
ct;) .00
cn .00
c8) 3,375,000.00
887,830.39
C9)
clo) 101 , 168.50
C11) 988.998.89
c12) 2, 386, 001.11
Non-elected 9113 Trusts (Schedule J) C13) .00
c14) 2,386,001.11
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 Line 14 at Spousal rate C15) 2,386,001.11 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) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= .00
TAY (`DCTTTC.
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT F'AID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX CREDIT .00
BALANCE OF T.AX DUE .00
INTEREST ANII PEN. .00
TOTAL DLIE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. \~..
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE V
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)