HomeMy WebLinkAbout11-28-05
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
~ ~~~r~~*MENT OF REVENUE
r"\;'"''"'I\:'\IW\J UCl\IllJ-llI-c~ OF INHERITANCE TAX
r'\\:"J):,\tQ>llR..USEHtiNT;" ALLOWANCE OR DISALLOWANCE
. OF. DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (O&-05)
DATE 11-21-2005
ESTATE OF WEAVER EDITH M
DATE OF DEATH 12-28-2004
FILE NUMBER 21 05- 0028
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-20 -2006
( See re1lerse side under Objections)
Amount Remittedl I
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 +--
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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 WEAVER EDITH M FILE NO. 21 05-0028 ACN 101 DATE 11-21-2005
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TERENCE J BARNA
BENN LAW FIRM
PO BOX 5185
YORK
ESQ
PA 17405
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
912.95
.00
.00
16.450.03
15.780.79
333,508.26
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
366,652.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
19,944.10
5,875.52
(11)
(12)
(13)
(14)
~1i.819.li?
340,832.41
30,000.00
310,832.41
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: If an assess.ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
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:
(15) .00 X 00 .00
(16) 310,832.41 X 045 = 13,987.46
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 13,987.46
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-18-2005 CD005083 698.21 13,265.99
09-22-2005 CD005821 .00 23.28
TOTAL TAX CREDIT 13,987.48
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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 DUVrJ
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~.