HomeMy WebLinkAbout07-06-100~' ~~~ I NHER I TANCE TAX ~~1111SyLY~
BUREAU OF INDIVIDUAL TAXES ~`{ ~~ 1~.,~.;ALl~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION `-i; C`, ~T~~. Nl~i, AND ASSESSMENT OF` TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ '~~'` ' "' ' ~ ~ ' ~ '" ''
HAIDtISBUR6 PA 17128.0601
~O~OJUl. -6 PN 2~ 22 DATE 06-21-2010
ESTATE OF MOUNTZ LEE E
C~.ERK ~~ DATE OF DEATH OS-13-2001
~~~~~ ~0~~~ F I L E NUMEER 21 10 - 0 225
R06ER B IRWIN ESQ CU~~~R'-,~~![1 ~~ ~ ~~~ COUNTY CUMBERLAND
ACN 101
60 W POMFRET ST APPEAL DATE: 08-20-2010
CARL I SL E PA 17013 (See reverse side under Objections)
Anount Rani#tsd~- ~~
MAKE CHECK,PAYA~BLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURfiHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LIME ~! RETAIN LOWER PORTION FOR YOUt~ RECORDS ~ _
- - - - - - - - - - - - - - - - - - - - - - - - -- - - - .. - - - - ~ - - - - - - - - - - - - - - - - - - - ~ r ~ r - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1547 EX ASP Citt-09) NQTICE OF INHERITANCE TAX APPRAISEI~~wT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSE~lSMENT OF TAX
ESTATE OF: MQUNTZ LEE EFILE N0.:2i 10-0225 ACM: 101 DATE: 06-21-2110
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchodulo A) cl) 4, 000.00 NOTE: To onsuro proper
2. Stocks and Bonds CSchodulo B) C2) .0 0 credit to your acbount,
3. Closely Wold Stock/Partnership Interest CSchodulo C) C3) .0 0 subeit the upper portion
of this form with your
4. MortgagosJNotos Receivable CSchodulo D) C4) •0 0 tax payeent.
5. Cash/Bank Deposits/Misc. Personal Proporty CSchodulo E) C5) .0 0
6. Jointly Owned Proporty CSchodulo F) C6) .0 0
7. Transfers CSchodulo 6) (7) .0 0
8. Total Assets C8) 4,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ado. Costs/Misc. Expenses CSchodulo H) C9)~,;; 1 ~ .691 .~~0
10. Debts/Mortgage Liabilities/Liens CSchodulo I) C10) .0 0
11. Total Deductions C11) 10,.691.0
12. Not Value of Tax Return c12) 6, 69.1.0 -
13. Charitable/6ovorneontal Bequests; Non-elected 9113 Trusts CSchodulo J) C13) .0 0
14. Not Value of Estate Subject to Tax C14) _ 6T 6=1`~a
NOTE: If an assossnent was issu®d previously, lines 14, 15 and/or 16, 17, 18 and 19 will
refl®ct figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Aeount of Lino 14 at Spousal rate C15) .0 0 X 0 0 = .0 Q
16. Aeount of Lino 14 taxable at Lineal/Class A rate C16)__, - 0D x 045 = . 00
17. Aeount of Lino 14 at Sibling rate C17)_~ , _0 0 X 1 2 = .0 0
18. Aeount of Lino 14 taxablo at Collateral/Class B rats C18) .0 0 X 1 5 = .0 0
19. Principal Tax Duo C19)= .0 0
TAX CREDITS:
PAYM NT
DATE ECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AMD PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION