HomeMy WebLinkAbout06-13-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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~'~; hA~RA~SEMEfJT; ALLOWANCE OR DISALLOWANCE
'.'`15~;, ISEDUGTIONS AND ASSESSMENT OF' TAX
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WAYNE M PECHT CIA„!~i.(~`''. ,.,i~ ~.`~ , Fi\
PECHT B ASSOCS
1205 MANOR DR STE 200
MECHANICSBURG PA 17055
REV-1547 EX AFP (D6-05)
DATE 06-09-2008
ESTATE OF DEWEY FREDERICK B
DATE OF DEATH 06-29-2007
FILE NUMBER 21 07-0672
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-08-2008
(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 E- --------------
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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 DEWEY FREDERICK B FILE N0. 21 07-0672 ACN 101 DATE 06-09-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 254, 101 .60 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2)_ 977,541.84 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 136,654.17
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 153, 100 .42
s. Total Assets (g) 1,521,398.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
123,831.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9,102.26
11 . Total Deductions (11) 132 • 933 • 78
12. Net Value of Tax Return (12)
1,388,464.25
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1,388,464.25
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,150,363.83 X 045= 51,766.38
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 238,100.42 X 15 _ 35,715.06
19. Principal Tax Due (ly)= 87,481.44
TAY !`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-28-2007 (0008753 3,947.37 75,000.00
03-27-2008 (0009462 .00 871.40
INTEREST IS CHARGED THROUGH 06-24-2008 TOTAL TAX CREDIT 79,818.77
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 7,662.67
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 128 00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
TOTAL DUE 7,790.67
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE +-~{.~„~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~`1V\
~~ .~
REV-147G EX I6-88)
~ ~~
~° , INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Dewey, Frederick B. 2107-0672
REVIEWED BY ACN
Justin R. Gilmore 101
SCHEDULE INO.
i.:
A 1
H
EXPLANATION OF CHANGES
Change to value of real estate per correspondence with attorney.
The deductions claimed for expenses related to property outside Pennsylvania have
been disallowed.
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