HomeMy WebLinkAbout05-07-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 05-07-2007
ESTATE OF LEISING HELEN M
DATE OF DEATH 05-22-2006
FILE NUMBER 21 06-0459
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2007
( 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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REy:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEISING HELEN M FILE NO. 21 06-0459 ACN 101 DATE 05-07-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
-- I
'; )
t'; 1 ;
,___',j :t
PETER J RESSLER EsQ
METTE ETAL
PO BOX 5950
HBG PA 17110
REV-1547 EX AFP <06-05)
TAX RETURN WAS:
) ACCEPTED AS FILED
SEE ATTACHED NOTICE
( X) CHANGED
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)
421,000.00
523,073.59
.00
.00
485,045.59
1,533.91
77,580.27
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,508,233.36
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
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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
TAX CREDITS.
NOTE:
(9)
(10)
36,449.09
4,085.28
(11)
(12)
(13)
(14)
4D.1i34.37
1,467,698.99
.00
1,467,698.99
(15)
(16)
<17>
(18)
.00 X 00 .00
1,467,698.99 X 045 = 66,046.45
.00 X 12 = .00
.00 X 15 = .00
(19)= 66,046.45
.
PAYMENT RECt:.IPT /; DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-15-2006 CDOO710~/ 2,631.58 50,000.00
02-20-2007 CD007834 .00 12,848.42
INTEREST IS CHARGED THROUGH 05-22-2007 TOTAL TAX CREDIT 65,480.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 566.45
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.04
TOTAL DUE 577.49
* 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 INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0459
101
Leising, Helen M.
Daniel Heck
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H B-7
(1,2,4,5,
7,13,20,
21,27)
Repairs to the real estate are only allowable when the real estate has been sold and
reported at the selling value for inheritance tax purposes.
ROW
Page 1