Loading...
HomeMy WebLinkAbout06-25-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ~ '-: "1(~~~Irs,Ef1'1PfI'(''f..A1C1..0WANCE OR D I SAL L OWANCE '~,:,.9-F. DttDV~TtU'NS'AND ASSESSMENT OF TAX 'J",,: ~'-, "I ;~ DATE 06-25-2007 ESTATE OF REICHERT LESTER H DATE OF DEATH 08-23-2006 FILE NUMBER 21 06-0839 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 08-24-2007 ( 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REICHERT LESTER H FILE NO. 21 06-0839 ACN 101 DATE 06-25-2007 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 2007 JUN 25 PH 3: 55 CLERK OF ORPH",r\f'f') CO'.JRT SRn I' '\. I CUMRrr;:1 qy: I"~), PA. RICHARD L REICHERT 8918 BLOCKHOUSE RD SPOTSYLVANIA VA 22553 REV-1547 EX AFP (06-05) TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. II. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 83,371.19 .00 .00 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. (8) 83,371.19 (9) ClO) 10,729.97 11.629.66 Cl1) Cl2) Cl3) Cl4) ??31i9.63 61,011.56 .00 61,011.56 Net Value of Estate Subject to Tax Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !hh returns assessed to date. ASSESSMENT OF TAX: IS. 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: Cls) Cl6) Cl7) Cl8) 20,337.18 X 00 .00 40,674.36 X 045 = 1,830.34 .00 X 12 .00 .00 X 15 .00 Cl9)= 1,830.34 . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-14-2007 CD008041 .00 2,440.46 TOTAL TAX CREDIT 2,440.46 BALANCE OF TAX DUE 610.12CR INTEREST AND PEN. .00 TOTAL DUE 610.12CR * 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) INHERIT ANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME FILE NUMBER Lester H. Reichert ACN 2106-0839 101 REVIEWED BY Destiny S.R.Brown ITEM SCHEDULE NO. EXPLANATION OF CHANGES F 1 Jointly held assets with the spouse are not reportable. ROW Page 1