HomeMy WebLinkAbout01-16-07
01-09-2007
GROSZ
08-15-2006
21 06-0739
CUMBERLAND
101
APPEAL DATE: 03 -1 0 - 20 07
( See reverse side under Ohjections)
Amount RemIttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, '. <,v'" ,_,~NPJlCEr::OF .:INHERITANCE TAX
" \1J(P~~t~:E11,r;:'lfTvALLOWANCE OR DISALLOWANCE
.:,._.,1...,.... _,. ._.
',OF' DEllUCTIO:N$AND ASSESSMENT OF TAX
2uG1.J!\N 16
PIJ I?: 00 DATE
I ..... ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
IVO V OTTO I II
MARTSON ETAL
10 E HIGH ST
CARLISLE
CI. F-F'll n=
\ 1 \ '..--' I
D 1";\1:(" ('J~' jQT
ORI",L ~" ." " ,'. I',,; II
l I: " '. '._' '.. '_ ~
C! !'"n--
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ESQ
PA 17013
'*
REV-1547 EX AFP (06-05)
VANCE
B
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~p~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GROSZ VANCE B FILE NO. 21 06-0739 ACN 101 DATE 01-09-2007
TAX RETURN WAS: (X> ACCEPTED AS FILED
> CHANGED
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:
15. Amount of Line 14 at SPousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
C
A
DATE
11-15-2006
Cl5> .00 X 00 .00
Cl6> .00 X 045 = .00
Cl7> 33,478.20 X 12 = 4,017.38
Cl8> 11,159.40 X 15 = 1,673.91
Cl9>= 5,691.29
AMOUNT PAID
5,406.73
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.
Cl>
(2)
(3)
(4)
(5)
(6)
(7)
.00
46,302.45
.00
.00
10,655.34
.00
.00
(8)
Stocks and Bonds (Schedule B>
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C>
Mo~tgages/Notes Receivable (Schedule D>
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E>
Jointly Owned P~ope~ty (Schedule F>
T~ansfe~s (Schedule G>
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H>
10. Debts/Mo~tgage Liabilities/Liens (Schedule I>
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J>
14. Net Value of Estate Subject to Tax
(9)
ClO>
4,789.87
7,530.32
(11)
Cl2>
Cl3>
Cl4)
NOTE:
C
NUMBER
CD007435
+
PAID (-)
284.56
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insu~e p~ope~
c~edit to yOU~ account,
submit the Uppe~ po~tion
of this fo~m with yOU~
tax payment.
56,957.79
1';) . ~';)n 1 9
44,637.60
.00
44,637.60
5,691.29
.00
.00
.00
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR>, YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)