HomeMy WebLinkAbout09-12-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~ ~ ;Nb~[L~E ~O~ .IN,HERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION APPRAIS~IyE`'NT ALl,0;Y1pN~E OR DISALLOWANCE
PO BOX 280601 OF_'p~pF1CT•,IGNS',9R•Np,-ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 w
REV-1547 EX AFP (06-05)
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,.DATE 09-09-2008
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TATE OF DITZEL CLARENCE E
(~~ -r-.,, DATE OF DEATH 02-08-2008
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FILE NUMBER 21 08-0162
G(f,',,' ~ ~ `,r `~~~~~i COUNTY CUMBERLAND
ROGER B IRWIN ES Q - ~' ~"~ ACN
IRWIN & MCKNIGHT 101
APPEAL DATE: 11-08-2008
6 0 W P O M F R E T S T (See reverse ,side under Objections
CARLISLE PA 17013 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 ~
REV-1547 EX AFP (03-05~ _
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ALLOWANCE OR
N
R
R
DISALLOWANCE
OF
DEDUCTIONS AND
ASSESSMENI
- OF TAX
ESTATE OF DITZEL CLARENCE E FILE N0. 21 08-0162 ACN 101 DATE 09-09-2008
TAX RETURN WAS: (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)
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 Owned Property [Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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 C
cl) 60, 000.00
C2) .00
c3) .00
c4) .00
c5) 100.623.32
c6) .00
c7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 160,623.32
19,,194.35
(9)
clo)_ I ,243.43
C11) _ 70.437.78
c12) 140, 185.54
• heritable/Governmental Bequests; Non-elected 9113 Trusts (Schedule Ji) (13) .00
14. Net Value of Estate Subject to Tax C14) 140, 185.54
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 Clg) .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 C17) 40,000.00 X 12 _ 4,800.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 100,185.54 X 15 _ 15,027.83
19. Principal Tax Due c19)= 19,827.83
TAX CRFi]TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-18-2008 CD009901 .00 19;827.83
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 19,827.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 51., NO PAYMENT IS REQUIRED. L
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE CIF THIS FORM FOR INSTRUCTIONS.) V