HomeMy WebLinkAbout01-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
WILLIAM P DOUGLAS
DOUGLAS LAW OFFIC
PO BOX 261
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..ND7.ICE;,OF INHERITANCE TAX
r APF~ItAD~~H6d7, ALLOWANCE OR DISALLOWANCE
''-0F DEDUCT4ONS AND ASSESSMENT OF TAX
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E~
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MENTZER JR RUSSELL E FILE N0. 21 07-0668 ACN 101 DATE 01-19-2009
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)
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
REY-1547 EX AFP C12-08)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
CB) 15, 151.32
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,,294.44
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11)
1 ~, . ?94.44
143.12-
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13)
143.12-
14. Net Value of Estate Subject to Tax C14)
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:
•00 0 0 .00
15. Amount of Line 14 at Spousal rate X
C15) =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) . 00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT I~AID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF 7'AX DUE .00
INTEREST AN:D PEN. .00
TOTAL DUE .00
~~
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN fil, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ,4S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
C1) .00
C2) .00
C3) .00
c4) .00
C5) 15, 151 .32
C6) .00
C7) .00
~~~4 ~~~ 2~ ~~ ~~. ~~ DATE 01-19-2009
ESTATE OF MENTZER JR RUSSELL E
DATE OF DEATH 07-06-2007
G~~g~ ni- FILE NUMBER 21 07-0668
O~t~t`ar~,~'~~,a ~.t'~J~~I~.T COUNTY CUMBERLAND
CL~~`,!'r ~'_ .;~' ~~, ACN 101
E APPEAL DATE: 03-20-2009
(See reverse side under Objections)
PA 17013 Amount Remitted
MAKE CHECK PAYABILE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA. 17013