HomeMy WebLinkAbout08-28-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
qCr:nCT'ir:r. rl~q~E" (1,-
.'A 1._'....) \, I 1 ,~_ HbnCE OF INHERITANCE TAX
--~ ,'APPRAI~HENT, ALLOWANCE OR DISALLOWANCE
'" OF' DEDUCTIONS AND ASSESSHENT OF TAX
08-07-2006
WEAVER
02-08-2006
21 06-0158
CUMBERLAND
101
APPEAL DATE: 10-06-2006
( See reverse side under Objections)
AMount R..ittedl 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 +-
iEv:is47-Ei-AFP-ioi:osi-NOTICE-OF-INHEiITANCE-TAi-APpiAIsEMENT:-ALLONANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY L FILE NO. 21 06-0158 ACN 101 DATE 08-07-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DJVISION
PO BOX Z811601 I.
HARRISBURr.I PA 1712&-0601
?onc ~W' r;'Q 0',1 ,,,. 08
L 'l~:J f.ct.~ t.: ~",} c"~ t) i (j t,.
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H.~.
'- ,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I~ an asses~ent was issued previOUSly, lines 1~, IS and/or 16, 17, 18 and 19 will
r~lect figures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AIKM.R'It of Line 14 at Spousal rate llS)
16. AMount of Line 14 taxable at Lineal/Cless A rate (16)
17. ~ount of Line 14 et Sibling rate (17)
18. A.ount of Line 14 taxable at Colleterel/Class B rate (18)
19. Principal Tax Due
T .
1'"\,
\./
THOMAS S BECKLEY
BECKLEY & MADDEN
PO BOX 11998
HBG
PA 17108
ESTATE OF WEAVER
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank DepositslHisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Totel Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. Cheriteble/Governeental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
04-24-2006
NUltBER
CD006603
INTEREST/PEN PAID (-)
565.54
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(U
(2)
(3)
(4)
(5)
(6)
(7)
119,500.00
.00
.00
.00
156.887.49
.00
.00
(8)
'*
.J
(9)
1l0)
20,482.50
REV-15~7 EX AFP (06-05)
MARY
L
4.555.07
llU
(12)
(13)
(14)
(Schedule J)
.00 X
251,349.92 X
.00 X
.00 X
00 =
045 =
12 =
15 =
NOTE: To insure proper
credi t to your account,
subeit the upper portion
of this for. with your
tax paYllent.
276,387.49
21;.037 1i7
251,349.92
.00
251,349.92
.00
11,310.75
.00
.00
11,310.75
11,815.54
504.79CR
.00
504.79CR
( IF TOTAL DUE IS LESS THAN tl, NO PAY"ENT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
(19)=
AHOUNT PAID
11,250.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1470 EX (8.88)
C~~NNSnVAN~ INHERITANCE TAX
EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
WEAVER, MARY L. 2106-0158
REVIEWED BY ACN
Kathy Leo 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J II The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
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