HomeMy WebLinkAbout11-14-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
._ _ NOTICE OF INHERITANCE TAX
APPR~ISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-14-2005
WEIMER
04-05-2005
21 05-0358
CUMBERLAND
101
APPEAL DATE: 01-13-2006
( 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
~~!_~~9~~_!~!~-~!~~------~--_~~!~!~_~9~~~_~9~!!9~_~9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EMMA F FILE NO. 21 05-0358 ACN 101 DATE 11-14-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
, BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISIDN
PO BOX 280601
HARRISBURG PA 17128-0601
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ROBERT M FREY
FREY & TI LEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
WEIMER
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)
&. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(&)
(7)
.00
1.397.687.00
.00
.00
597.00
19,185.00
.00
(8)
REY-1547 EX AFP (06-05)
EMMA
F
(9)
(10)
43,370.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,417,469.00
43.48] 00
1,373,988.00
137,398.00
1,236,590.00
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)
1&. Amount of Line 14 taxable at Lineal/Class A rate (1&)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
111. 00
(11)
(12)
(13)
(14)
.00 X 00 = .00
1,236,590.00 X 045 = 55,647.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 55,647.00
.
..- Kt:L:t:.I.t"1 l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-27-2005 .... CD005487 2,777.50 52,772.50
09-07-2005 " CD005772 .00 96.00
PAYMENT MUST BE MADE BY 01-05-2006~. TOTAL TAX CREDIT 55,646.00
BALANCE OF TAX DUE 1. 00
INTEREST AND PEN. .00
TOTAL DUE 1. 00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)
Pt.
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Weimer, Emma F.
FILE NUMBER
Cheryl Gordon
ACN
2105-0358
101
REVIEWED BY
ITEM
SCHEDULE NO.
J
EXPLANATION OF CHANGES
The amount listed for charitable bequests is reduced from $137,398.00 to $135,488.30.
Jointly held and trust assets cannot be used in the computation of the amounts passing to
charity under the provisions of the Will.
ROW
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