HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~10T~C~E ~1F,?.I~HERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP.,RAI$EMENT.,,Ad.LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION F"O~;B~QUGtI~UM3 'AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~~ ~~~~ '-~ P~"~ ~2~ Z~ATE 06-03-2008
ESTATE OF DIETRICH ROBERT E
C,~ ~~~~ OF DATE OF DEATH 06-23-2007
FILE NUMBER 21 08-0099
O~t~~wh~'~ ~~ ~l:~T
'r ~~ COUNTY CUMBERLAND
MARLIN R MCCALEB ESQ C~-~'~' ~ ''~ ` ~ ACN 101
M R MCCALEB LAW OFCS APPEAL DATE: 08-02-2008
PO Box 230 (See reverse side under Objections)
MECHANICSBURG PA 17055 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 ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DIETRICH ROBERT E FILE N0. 21 08-0099 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) _ 2,771.52
6. Jointly Owned Property (Schedule F) C6) _ .00
7. Transfers (Schedule G) (7) _ .00
8. Total Assets (g) 2, 771 .52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,971 .52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.4 58 .25
11. Total Deductions (11) 11.429.77
12. Net Value of Tax Return (12) 8,658.25-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 8,658.25-
NOTE: If an assessment was issued previously, l ines 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) •00 X 04 5 _ .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due C19)= .00
TAY /`D CTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)