HomeMy WebLinkAbout12-15-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AP~~~~ :AlLOWANCE OR DISALLOWANCE
:;~.('.n'J\!<<L>>UtiC't!eN$i AND ASSESSMENT OF TAX
, ;...,.\'...r 'J' \',i'~ '1 .'_
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12-18-2006
WERT SR
06-24-2006
21 06-0613
CUMBERLAND
101
APPEAL DATE: 02-16-2007
( 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
9Y!_~~9~~_!~!~_~!~~______~___!~!!!~_~g~~!_~g!!!9~_~g!-!g~!_!~~g!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FRANKLIN D FILE NO. 21 06-0613 ACN 101 DATE 12-18-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
rI
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
2000 nEe \ 5 M'\ \\: 34
THOMAS E FLOWER
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
Clt~~ Q~, . ,.
Ooout;N ~ C,l/JR l
nrl \J r',....... r").\
ClI" r-,.,-"i ' .' -t\
.1',..-. ,
PA 17011
ESTATE OF
WERT SR
*'
REV-1547 EX AFP (06-05)
FRANKLIN
D
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)
S. 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)
(S)
(6)
(7)
186~000.00
718.060.61
.00
.00
71.832.13
.00
42.000.00
(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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (lS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
ED TS:
NOTE:
T
+
DATE
09-18-2006
NUMBER
CD007213
INTEREST/PEN PAID (-)
1.789.47
(9)
(10)
56.097.39
10.343.32
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax pay_nt.
1.017~892.74
66.440 71
951.452.03
.00
951~452.03
.00
941~452.03
.00
10~000.00
X 00 = .00
X 045 = 42~365.34
X 12 = .00
X 15 = 1.500.00
(19)= 43.865.34
AMOUNT PAID
34.000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 03-24-2007*.
35~789.47
8~075.87
.00
8.075.87
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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 (6-68)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
2106-0613
101
Wert, Franklin D. Sr.
REVIEWED BY
ACN
Daniel Heck
ITEM
SCHEDULE NO.
J 1
EXPLANATION OF CHANGES
Changed tax rate from 12 percent to 15 percent since a sister-in-law is a collateral
beneficiary.
ROW
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