HomeMy WebLinkAbout09-18-06
09-18-2006
WEIBLEY
11-09-2005
21 06-0276
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
Allount RHittedl 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 +-
REV: iS47 - E'C AFP - i oi:osi - NOTicE-oF - iNHERiTANCE-TAX - APPRAisEMENT: - ALLOWANCE-OR - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DOROTHY M FILE NO. 21 06-0276 ACN 101
If an assea..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A80unt of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. ~t of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
CT.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~r' ;,:r, f)r,-\r,jj,~"r: n,~,ff.,~ ;cf:~F INHERITANCE TAX
:: '..:: '< >>P.ltAUE~ ;.ALLOWANCE OR DISALLOWANCE
c; :J::-" j ~r: b.EOOtt:tQNS AND ASSESSMENT OF TAX
2085 SEP 18 Pi1 2: S9
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JAMES E REID JR
SHUMAKER WILLIAMS
3425 SIMPSON FERRY RD
CAMP HILL PA 17011
- ll':\
ESTATE OF WEIBLEY
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) 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 Raceivable (Schedule D)
S. 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
77.684.28
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AcIII. Costs/Hlsc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
10,291.56
.00
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
67,392.72 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
AttOUNT PAID
3,032.67
DATE
07-28-2006
NUttBER
CD007028
INTEREST/PEN PAID (-)
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
'*
REV-1547 EX AFP (06-05)
DOROTHY
M
DATE 09-18-2006
NOTE: To insure proper
credi t to your account,
subttlt the upper portion
of this fora with your
tax pa~t.
77,684.28
lO.:?Ql lit;
67,392.72
.00
67,392.72
19 will
.00
3,032.67
.00
.00
3,032.67
3,032.67
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. "-
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)