HomeMy WebLinkAbout01-18-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
YOFFE NORMAN M
YOFFE & YOFFE PC
214 SENATE AVE STE 203
CAMP HILL, PA 17011
nn____ fold
ESTATE INFORMATION: SSN: 171-30-5084
FILE NUMBER: 2106-0891
DECEDENT NAME: DIEHL EVELYN P
DA TE OF PAYMENT: 01/18/2007
POSTMARK DATE: 01/18/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 10/02/2006
NO. CD 007719
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,335.09
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 4055
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
$5,335.09
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
.
.
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rrrr'~ ~.NOTICE OF INHERITANCE TAX
\j:-AP..PRA!SEMENT, ALLOWANCE OR DISALLOWANCE
,,1l~ !~EDUCTIONS AND ASSESSMENT OF TAX
2007 JAN 18 PM 4: 00
REV-1547 EX AFP (06-05)
DATE 01-02-2007
ESTATE OF DIEHL EVEL YN P
DATE OF DEATH 10-02-2006
FILE NUMBER 21 06-0891
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-03-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~y!_~~g~~_!~l~_~l~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DIEHL EVELYN P FILE NO. 21 06-0891 ACN 101 DATE 01-02-2007
CI ER" nc:
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O'H"r'U,~t,,/,(, "-","'d 'r,T
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NORMAN M YOFF~llir$pr " ,
YaFFE & YaFFE
214 SENATE AVE STE 40
CAMP HILL PA 17011
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( x) CHANGED
SEE ATTACHED NOTICE
NOTE: If an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ill returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 270,714.60 X 045 = 12,182.16
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,182.16
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
115,100.00
.00
.00
57,243.49
3,238.75
.00
118,557.45
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
21,887.26
1.537.83
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to YOUr account.
submit the upper portion
of this form with your
tax payment.
294,139.69
~~.4~r:;.n9
270,714.60
.00
270,714.60
TAX CRI;:DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-15-2006 CDo07444 342.35 6,504.72
PAYMENT MUST BE MADE BY 07-02-2007*. TOTAL TAX CREDIT 6,847.07
BALANCE OF TAX DUE 5,335.09
INTEREST AND PEN. .00
TOTAL DUE 5,335.09
* 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 OF THIS FORM FOR INSTRUCTIONS.)
" .
,
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
Evelyn P. Diehl
REVIEWED BY
ACN
Destiny S.R.Brown
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Total on Schedule G was not correctly carried forward to recapitulation page.
ORIGINAL
2106-0891
101
Page 1