HomeMy WebLinkAbout08-28-06
08-28-2006
WEISZ
04-15-2006
21 06-0507
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
P~!_~~9~~_!~}~-~}~~------~---~~!!!~_~9~~~_~9~!!9~_E9~_Y9~~_~~~9~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROSE B FILE NO. 21 06-0507 ACN 101 DATE 08-28-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
....
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-r-. (','NCM',JC~ OF INHERITANCE TAX
APPRAISEHeNT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
:.J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
E GARRETT GUMMER III
1260 BUSTLETON PIKE
FEASTERVILLE PA 19053
ESTATE OF WEISZ
'*
j
REV-1547 EX AFP (06-05)
ROSE
B
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
KCL.C.U'I 1+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-10-2006 CD006956 555.89 10~562.00
PAYMENT MUST BE MADE BY 01-15-2007*. TOTAL TAX CREDIT 1l~1l7 .89
BALANCE OF TAX DUE 6.592.41
INTEREST AND PEN. .00
TOTAL DUE 6~592.41
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 Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
65.200.00
.00
.00
8.786.68
87.898.80
100.627.17
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liebilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
13~661.49
1.787.00
Ul)
(2)
(3)
(4)
NOTE:
.00 X
159~165.36 X
87.898.80 X
.00 X
00 =
045 =
12 =
15 =
(9)=
· IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account~
submit the upper portion
of this for. with your
tax pay.ent.
262~512.65
15.448 49
247~064.16
.00
247.064.16
.00
7~162.44
10~547.56
.00
17~710.30
( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) ~ YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88) .
'. INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Rose B Weisz 2106-0507
REVIEWED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 2 This is taxable outright to the beneficiary before determining residue.
ROW
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