HomeMy WebLinkAbout06-29-07
06-25-2007
DITZEL
07-18-2006
21 06-0660
CUMBERLAND
101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIO'N
PO' BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,.:",r, .~()p,r,jfN,f9~~f, ~f l,t1OlERITANCE TAX
A~~~~t',,:ltLQWANCE DR DISALLDWANCE
'Dt!fiJ]U\llU',IO'~L~~D ASSESSMENT DF TAX
ROBERT M FREY
FREY & TILEY
245 WEBSTER AVE
CARLISLE
l007 JUN 29 PH I: I ()DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPHAN'S COURT
cur',/;-,:-~! ,.'\!'"' (~O, PA
PA 17013
'*
REV-1547 EX AFP (06-05>
RICHARD
L
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DITZEL RICHARD L FILE NO. 21 06-0660 ACN 101 DATE 06-25-2007
TAX RETURN WAS: {X> ACCEPTED AS FILED
> CHANGED
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 !bh 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
TS:
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 Dwned Property {Schedule F>
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
120,000.00
.00
.00
.00
64,461.00
.00
27,466.00
(8)
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
(9)
(10)
18,365.00
2.954.00
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00
.00
190,608.00
.00
X 00
X 045 =
X 12 =
X 15 =
Y
DATE
04-12-2007
R P
NUMBER
CD008009
AMDUNT PAID
22,800.00
INTEREST IS CHARGED THROUGH 07-10-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
NDTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
211,927.00
?1.319.00
190,608.00
.00
190,608.00
(19)=
.00
.00
22,873.00
.00
22,873.00
TOTAL TAX CREDIT 22,800.00
THE BALANCE OF TAX DUE 73.00
INTEREST AND PEN. 1.33
( IF TDTAL DUE IS LE::T:H~ND~l~ NO' PAYMENT IS REQUI:E:~33 jr\\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIDNS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.