HomeMy WebLinkAbout11-03-06
10-30-2006
WENRICK
03-02-2006
21 06-0302
CUMBERLAND
101
APPEAL DATE: 12-29-2006
( See reverse side under Objections)
Allaunt R_i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS +-
REY:is4'-EX-AFP-ioi:os3-NOTicE-OF-iNHERiTANCi-TAX-APPRAisEMENT:-AiioNANCE-OR---------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANITA R FILE NO. 21 06-0302 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2110601
HARRISBURG PA 171211-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C~('I('iPr:::': (\~(::'('r:: I'9TICE OF INHERITANCE TAX
I ,_.v\--"l~' lPPR~tsatENT. ALLOWANCE OR DISALLOWANCE
"", (~'O'p"!DEbucTIONS AND ASSESSI1ENT OF TAX
1 \: 28
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JERRV A WEIGLE ESQ
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
PA 17257
ESTATE OF WENRICK
'*
REV-1547 EX AFP (06-05)
ANITA
R
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 10-30-2006
I~ an asses..ent was issued previausly, lines 14, ISand/ar 16, 17, 18 and 19 will
r~l.ct ~igures that include the total a~ ~ returns assessed ta date.
ASSESSMENT OF TAX:
lS. AIIount of Line 14 at Spousal rate llS)
16. A.ount of Line 14 taxable at Lineal/Class A rata (16)
17. A~t of Line 14 at Sibling rata (17)
18. A.uunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estate (Schedule A)
2. Stocks and Bonds (Schadule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. I1ortgages/Notes Receivable (Schadule D)
S. CashlBank Dapos1tsll11sc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfars (Schadule G)
8. Total Assets
ll)
(2)
(3)
(4)
(S)
(6)
(7)
68.000.00
.00
.00
.00
54.990.86
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/111sc. Expenses (Schadule H)
10. Dabts/l1ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charltable/GoYer~tal BequestSj Non-alected 9113 Trusts
14. Net Value of Estate Subjact to Tax
(9)
(10)
19.007.69
13.183.71
lll)
ll2)
ll3)
ll4)
(Schedule .J)
NOTE:
.00
90.799.46
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
ll9)=
DATE
05-31-2006
09-22-2006
AI10UNT PAID
4.500.00
618.32
NUI1BER
CD006774
CD007237
INTEREST/PEN PAID (-)
204.30
.00
NOTE: To Insure propar
credit to your account.
subll1t the upper portion
of this for. with your
tax pa~t.
122.990.86
32.191 40
90.799.46
.00
90.799.46
.00
4.085.98
.00
.00
4.085.98
TOTAL TAX CREDIT 5.322.62
BALANCE OF TAX DUE 1.236.64CR
INTEREST AND PEN. .00
TOTAL DUE 1.236.64CR
( IF TOTAL DUE IS LESS THAN $1. NO PAYI1ENT IS REQUIRED. t::.l
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YDU I1AY BE DUE 0
A REFUND. SEE REVERSE SIDE OF THIS FORl1 FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.