HomeMy WebLinkAbout08-28-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280'01
HARRISBURG PA 1712B-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~C'.',,'Vc ,NOTICE OF INHERITANCE TAX
l~PP~Al~~HENT, ALLOWANCE OR DISALLOWANCE
.. OF!DEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (0'-05)
DATE 08-27-2007
ESTATE OF RENTZEL HELEN M
DATE OF DEATH 03-22-2007
FILE NUMBER 21 07-0402
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2007
( 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
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 RENTZEL HELEN M FILE NO. 21 07-0402 ACN 101 DATE 08-27-2007
'1,117 "l'''' "8
LliU h "t.
,""'( If. ~_, 6
I-~; 1 i ~. ,.
(': E::l'/ (- C
,--.'l~_, i II \ ,~)j
err" '''',''''''.
)j 'irrJ,"~'.: \] .':-
DENNIS G HESS CUi..'c--
350 KOHLER MILL RD
NEW OXFORD PA 17350
:RT
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
6,390.94
.00
.00
(8)
NOTE: To insu~e p~ope~
c~edit to yoU~ account,
submit the uppe~ po~tion
of this fo~m with yoU~
tax payment.
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
6,390.94
(9)
(10)
.00
3.380.66
NOTE:
(11)
(12)
(13)
(14)
~.~Rn.""
3,010.28
.00
3,010.28
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
C
A
DATE
06-22-2007
(15)
(16)
(17)
(18)
.00
.00
.00
3,010.28
X 00
X 045 =
X 12 =
X 15 =
(19)=
.00
.00
.00
451.54
451.54
NUMBER
CD008323
+
PAID (-)
22.58
AMOUNT PAID
451.54
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
474.12
22.58CR
.00
22.58C
* 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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)