HomeMy WebLinkAbout04-05-10.~
NOT ~OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ' ', `AP~PitA~3~~'1~'NCC'`~'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ._~'_ OF~~EIIUC"TIQNS AND ASSESSMENT OF TAX
PO BOX 280601 ., ~•
HARRISBURG PA 17128-0601
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MARLIN R MCCALEB ESQ~~~;; .-
PO BOX 230
219 E MAIN ST
MECHANICSBURG PA 17055
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 03-29-2010
ESTATE OF WENTZ JULIA A
DATE OF DEATH 01-03-2009
FILE NUMBER 21 09-0052
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-28-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WENTZ JULIA AFILE N0.:21 09-0052 ACN: 101 DATE: 03-29-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 15, 127.42 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 182, 097. O1
6. Jointly Owned Property (Schedule F) C6) 86,226.31
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 283,450.74
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 3,0 3 9.0 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,0 5 5.9 8
11. Total Deductions C11) 24, 095.04
12. Net Value of Tax Return C12) 259, 355.70
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) 2,8 0 4.16
14. Net Value of Estate Subject to Tax C14) 256,551.54
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 x 00 = .00
c 16) 256 , 551 .54 x 045 = 11 , 544.82
Cln . oo x 12 = . 00
C18) .00 X 15 = .00
c19)= 11,544.82
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-25-2009 CD011801 .00 11,544.82
TOTAL TAX PAYMENT 11,544.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.;',
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REV-1470 EX (01-1w ~ ~
..~ ~ v pennsylvan~a
.;. DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
Julia A. Wentz FILE NUMBER
2109-0052
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E Total on Schedule "E" was not correctly carried forward to recapitulation page.
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