HomeMy WebLinkAbout06-06-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-r ~.,.~„-,-~ ~-,NOT~I,GE, DF INHERITANCE TAX
AP_P'1~A'IS~ME'liT, ALLOWANCE OR DISALLOWANCE
''DF';DEDUCTSONS AND ASSESSMENT OF TAX
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GERALD P NEUGEBAUER ~~~r"_.•'' '~''~, ~/`~
1224 W 2ND ST
CRESSON PA 16630
REY-1547 EX AFP C06-05)
DATE 06-03-2008
ESTATE OF WERTZ MARY F
DATE OF DEATH 04-20-2007
FILE NUMBER 21 07-0431
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --- RETAIN LOWER PORTION FOR YOUR RECORDS F- --------------
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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 WERTZ MARY F FILE N0. 21 07-0431 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 145,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 58 3,815.4 3 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,14 9.2 9
6. Jointly Owned Property (Schedule F) C6) 4 04.19
7. Transfers (Schedule G) (7) .00
8. Total Assets {g) 733,868.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
61,164.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,597.56
11. Total Deductions C11) 63.762.31
12. Net Value of Tax Return C12) 670, 106.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) (13] •00
14. Net Value of Estate Subject to Tax [14)
670,106.60
NOTE: If an assessment 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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 670, 106.60 X 045 = 30, 154.80
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Lihe 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due {19). 30, 154.80
TAY /`DCTiTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-17-2007 (0008428_ 1,507.74 29,500.00
TOTAL TAX CREDIT 31,007.74
BALANCE OF TAX DUE 852.94CR
INTEREST AND PEN. .00
TOTAL DUE 852.94CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)