HomeMy WebLinkAbout05-29-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" ,-NOTtCE OF INHERITANCE TAX
APpRAISEMENT, ALLOWANCE OR DISALLOWANCE
O~ DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 05-21-2007
ESTATE OF PENTZ DOROTHY V
DATE OF DEATH 06-17-2006
FILE NUMBER 21 06- 0666
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!!_~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PENTZ DOROTHY V FILE NO. 21 06-0666 ACN 101 DATE 05-21-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
"I1'J11.-'- 'c' r'i")
L U l I leU. 1 c:: 'J
r,', I.. ri,~
ni 1 _v
EDMUND G MYERS
JOHNSON DUFFIE
301 MARKET ST
LEHOYNE
PA 17043
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
} 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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. 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
If an assess.ent was issued previously, lines
reflect figures that include the total of ~
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
IS. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
NOTE:
+
INTEREST/PEN PAID (-)
289.47
.00
DATE
09-14-2006
03-14-2007
NUMBER
CD007208
CD007912
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~. with you~
tax payment.
.00
.00
.00
63.758.50
.00
155,265.94
(S)
219,024.44
(9)
ClO}
17,179.07
5.961.27
(ll)
Cl2}
(l3)
Cl4}
?3.16D 36
195,884.10
.00
195,884.10
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
ClS}
(16)
Cl7}
Cl8}
.00 X 00 ..
193,884.10 X 045..
.00 X 12 ..
2,000.00 X 15 ..
(U)=
.00
8,724.78
.00
300.00
9,024.78
AMOUNT PAID
5,500.00
3,235.31