HomeMy WebLinkAbout07-30-07
07-30-2007
LENTZ
06-14-2006
21 06-0575
CUMBERLAND
101
APPEAL DATE: 09-28-2007
( See reverse side under Objections)
A.ount 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 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:_>{'.-':-~I~E_ OF INHERITANCE TAX
AP~~ArSEKE~~~:~LCOWANCE OR DISALLOWANCE
; 'OF-DEDDCTIO'HS'<AND ASSESSMENT OF TAX
.' . - , ," I
2007..JUL 30 PI'I
DATE
/: 25 ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MARY LENTZ
42 LONGWOOD DR
MECHANICSBURG
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PA 17050
'*
REV-1547 EX AFP (06-05)
HARRY
E
TO:
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 LENTZ HARRY E FILE NO. 21 06-0575 ACN 101 DATE 07-30-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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 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
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.
.00
306.48
.00
.00
10,326.53
222,817.71
.00
(8)
Stocks and Bonds (Schedule B)
{ll
(2)
(3)
(4)
(S)
(6)
{n
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)
(9)
4,531.80
10. Debts/Mortgage Liabilities/Liens (Schedule Il CIO) 13.686. DO
11. Total Deductions (II)
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE:
CIS)
208,861.22 X
6,371.70 X
. DO X
. DO X
CI6)
CI7)
CI8)
19. Principal
TAY CREDITS:
PAYMENT
DATE
05-30-2007
Tax Due
RECEIPT
NUMBER
CDo08218
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
254.87
INTEREST IS CHARGED THROUGH 08-14-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
DO =
045 =
12 =
15 =
CI9)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
233,450.72
18.?17.80
215,232.92
.00
215,232.92
.00
286.73
.00
.00
286.73
TOTAL TAX CREDIT 254.87
THE BALANCE OF TAX DUE 31.86
INTEREST AND PEN. 5.37
TOTAL DUE 37.23
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. r:JJ
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~ 0
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,
REV-1470 EX (6-66) .
.
~
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0575
101
Harry E Lentz
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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