HomeMy WebLinkAbout01-08-07
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 Ohjections)
AMount Rem1tted( J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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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
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'-"'-'Y-"',-'r:,,",:N\lTICE OF INHERITANCE TAX
- -'A~PRA'ISEHENT I ALLOWANCE OR DISALLOWANCE
OF ~EDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2ua7 JAN - 8
Pi'1 2: 52
NORMAN M YOFFE
YOFFE & YOFFE
214 SENATE AVE
CAMP HILL
C! rT)1/
..ILt! It\.
ORP{-1/:,
1"111......' -"-
E:sqJ,':
STE 40
PA 17011
.
REV-1547 EX AFP (06-05)
TAX RETURN WAS:
( X) CHANGED
) ACCEPTED AS FILED
If an assess.ent was 1ssued prev1ously, l1nes 14, 15 and/or 16, 17, 18 and 19 will
reflect f1gures that 1nclude the total of ALL returns assessed to date.
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 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
AX R
A N
DATE
11-15-2006
OS) .00 X 00 .00
(6) 270,714.60 X 045 = 12,182.16
(7) .00 X 12 = .00
(18) .00 X 15 = .00
(9)= 12,182.16
AMOUNT PAID
6,504.72
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
115,100.00
.00
.00
57,243.49
3.238.75
.00
118,557.45
(8)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
21,887.26
10.
11.
12.
13.
14.
(9)
(0)
DebtS/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
1.537.83
(11)
(2)
(3)
(4)
NOTE:
RECEIP
NUMBER
CD007444
(+
PAID (-)
342.35
PAYMENT MUST BE MADE BY 07-02-2007*.
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
294,139.69
?~.4?a:; 09
270,714.60
.00
270,714.60
TOTAL TAX CREDIT 6,847.07
BALANCE OF TAX DUE 5,335.09
INTEREST AND PEN. .00
TOTAL DUE 5,335.09
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV.'470 EX (6-88)
.
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Evelyn P. Diehl
Destiny S.R.Brown
ITEM
SCHEDULE NO.
ACN
EXPLANATION OF CHANGES
Total on Schedule G was not Correctly carried forward to recapitulation page.
ROW
2106-0891
101
Page 1