HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES t'~ '"f~' ''~~ ~ ~~_~~E OF INHERITANCE TAX
INHERITANCE TAX DIVISION iy'" ~ } rPtP'PRAI$fi~Mf{N7, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~ ~'~~'J}r0'~-~~bP~'iDE`DltCi'`IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
ZQ09 JUN 12 PM 12~ 40
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WAYNE M PECHT ~~~ ~'' ~'
PECHT 8~ ASSOCS
1205 MANOR DR STE 200
MECHANICSBURG PA 17055
DATE 06-08-2009
ESTATE OF WATTS DELORIS V
DATE OF DEATH 04-25-2008
FILE NUMBER 21 08-0497
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-07-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4- _ ___________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WATTS DELORIS V FILE N0. 21 08-0497 ACN 101 DATE 06-08-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
KtJtKYAI1UN GUNGEKNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) 199, 140.60 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 10.897.00
c6) .00
cn .00
~$) 210,037.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 19,481.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions
X11) 1 9.481 . DO
12. Net Value of Tax Return C12) 190,556.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 190,556.60
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) 190,556.60 X 045 _ 8,575.05
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 ~ .00
19. Principal Tax Due
TAY /`DrTrra. C19)= 8,575.05
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-21-2009 CD010796 .00 8,575.05
TOTAL TAX CREDIT 8,575.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)