HomeMy WebLinkAbout10-03-05
10-03-2005
FUNK
01-18-2005
21 05-0079
CUMBERLAND
101
APPEAL DATE: 12-02-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~9~~_!~!~-~!~~------~---~~!~!~_~9~~~_~9~!!9~_f9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BEULAH K FILE NO. 21 05-0079 ACN 101
BUREAU OF INDIVIDUAL-etA)(6$,- c....
INHERITANCE TAX DIVISION!,::!i,' -:: "
PO BOX 280601 . . .
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
. ,-APPRAISEHENT, ALLOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
C 'j
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JERRY A WEIGLE ESQ
WEIGLE !lASSOCS
126 EKING ST
SHIPPENSBURG
PA 17257
ESTATE OF
FUNK
-
REV-1547 EX AFP (06-05)
BEULAH
K
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-03-2005
NOTE: I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxeb1e at Co11atera1/C1ess B rate (18)
19. Principal Tax Due
.00 X 00 = .00
173,039.51 X 045 ~ 7,786.78
.00 X 12 = .00
.00 X 15 = .00
(19)= 7,786.78
TAX CREDITS:
. ~...-... "'- 'NiJHBER' .. ,..} AHOUNT PAID
DATE INTEREST/PEN PAID (_)
07-20-2005 . CD005595 .00 7,786.78
TOTAL TAX CREDIT 7,786.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
186.950.17
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
(9)
(10)
13,565.45
345.21
(11)
(12)
(13)
(14)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
186,950.17
13.9]0 66
173,039.51
.00
173,039.51
Rt.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)