HomeMy WebLinkAbout11-03-06
10-30-2006
CLEVER
01-08-2006
21 06-0058
CUMBERLAND
101
APPEAL DATE: 12-29-2006
( See reverse side under Objections)
~ount R..ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REBISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iiv:is47-ii-AFP-ioi:oii-NOTici-OF-iNHiiiTANCi-TAi-APPRAiSEMiNT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES W FILE NO. 21 06-0058 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2110601
HARRISBURG PA 171211-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
""'rr:ll'\;- ~.r-
Ur-,liiotlt.E OF INHERITANCE TAX
-~n~tsI!tlE~1 ALLOWANCE OR DISALLOWANCE
"OF.'DEDUCTlONS AND ASSESSMENT OF TAX
2006
-3
!l. 20C
11'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JERRY A WEIBLE ESQ
WEIBLE I ASSOCS
126 E KINB ST
SHIPPENSBURB
PA 17257
ESTATE OF CLEVER
*'
REV-1547 EX AFP (06-05)
JAMES
W
TAX RETURN WAS: [X) ACCEPTED AS FILED
[ ) CHANGED
DATE 10-30-2006
I~ an assesSBent was issued previously, lines 14, 15 and'or 16, 17, 18 and 19 will
r~lect ~igures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. ADount of Line 14 .t Spousal rete (15)
16. ~t of Line 14 tax8ble at Lineal/C1ass A rate (16)
17. ADount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 tax8ble at Colleteral/Cless B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate [Schedule A)
2. Stocks end Bonds [Schedule B)
3. Closely Held Stock/Partnership Interest [Schedule C)
4. Mortgages/Notes Receivable [Schedule D)
S. Cash/Bank DeposltslHlsc. Personal Property [Schedule El
6. JOintly Owned Property [Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
1041950.00
.00
.00
.00
24.729.92
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/AdII. CostslHlsc. Expanses (Schedule H)
10. D8btslNortgege Li8bllltles/Llans [Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cherlt8ble/GovernRental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
161637.30
8.798.59
(11)
(12)
(13)
(14)
NOTE:
.00 X
1041244.03 X
.00 X
.00 X
INTEREST/PEN PAID (-)
210.53
.00
AI10UNT PAID
41000.00
480.45
DATE
04-04-2006
09-22-2006
NUltBER
CD006516
CD007236
00 =
045 =
12 =
15 =
(19)=
NOTE: To Insure proper
credit to your eccountl
subIIi t the upper portion
of this for. with your
tax PBYlHll'lt.
1291679.92
25.435 89
1041244.03
.00
1041244.03
.00
41690.98
.00
.00
41690.98
TOTAL TAX CREDIT 41690.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
[ IF TOTAL DUE IS LESS TIfAN nl NO PAYNENT IS REQUIRED. ('"
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR) 1 YOU I1AY BE DUE;
A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.