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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'::::~>tifMa~ftifJ~~~~ITANCE TAX
A!1~RAISpM~"t"F/AllO'1'~NCE OR DISALLOWANCE
OF' DE()8tT~NS ,AND ASSESSMENT OF TAX
DATE
ESTATE OF
! I: 28 DATE OF DEATH
FILE NO.
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
REV.1547 EX (06-115) PC
_ r~
,--I
11-06-2006
WATSON
04-23-2006
21 06-0379
Cumberland
101
VIRGINIA
C
Appeal Date: 01-05-2007
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE c:> RETAIN LOWER PORTION FOR YOUR RECORDS ~
-REv:154i EX-(06-0Sfpc - - - -- - - -- -- - - -NOtiC-E-OF-fN~fERifA-NCE-tAXAP-PRAis-EME-r'W,- A-LL.OWA~iCE OR - - -- - -" -., - '..... - --- - u.. - - u.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WATSON VIRGINIA C FILE NO. 2106-0379 ACN 101
TAX RETURN WAS: ( ~ ) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
RICHARD L WEBBER JR ESQ
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG PA 17257
ESTATE OF
DATE 11-06-2006
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/ Mise, Personal Property (Schedule E)
6, Jointly Owned Property (Schedule F)
7, Transfers (Schedule G)
8, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm, Costs/Mise, Expenses (Schedule H) (9) 12,282,63
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,925,62
11, Total Deductions (11) 15,208,25
12, Net Value ofTax Return (12) 34,543.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14, Net Value of Estate Subject to Tax (14) 34,543.54
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
49,751.79
0,00
0,00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
49,751.79
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 taxable at Sibling rate
18, Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15)
(16)
(17)
(18)
0.00 X .00
34,543.54 X .045
0.00 X .12
0.00 X .15
(19)
0.00
1,554.46
0.00
0.00
1,554.46
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-03-2006 CD007049 0.00 28.14
08-08-2006 CD007068 0.00 1,450.00
PAYMENT MUST BE MADE BY 01-23-2007*. TOTAL TAX CREDIT 1,478.14
BALANCE OF TAX DUE 76.32
INTEREST 0.00
TOTAL DUE 76.32
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 DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCT1ONS~