HomeMy WebLinkAbout08-20-10•NOTICE OF INHERITANCE TAX pennsylvan~a :. ~ ~`
--;:,~.~~APQRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~'
BUREAU OF INDIVIDUAL TAXES ,• r„
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INHERITANCE TAX DIVISION - - -'- ~ ~F~_tl,Ea~UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09) ,
PO BOX 280601 .„, ~ _
HARRISBURG PA 17128-0601 '" - -• _, ~~,
LINDA WELDOI~L~ ~'~ __'~ ~r ~'' ' `~
10 GOLFVIEW RD ~ ~ ±` ' ~~'
CAMP HILL PA 17011
DATE 08-23-2010
ESTATE OF ROTZ JR CALVIN B
DATE OF DEATH 01-20-2010
FILE NUMBER 21 10-0084
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(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 0F: ROTZ JR CALVIN BFILE N0.:21 10-0084 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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)
cl) .00
c2) .00
C3) .00
C4) .00
C5) 92, 083.16
c6) .00
Cn .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cs) 92, 083.16
C9) 7 , 791.11
clo) 288.70
11. Total Deductions C11) 8, 079 .81
12. Net Value of Tax Return C12) 84, 003.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 84, 003.35
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) fi4 . 003 _ ~5 x 045 = 3, 780.15
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3,780.50
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-11-2010 CD012606 189.03 3,780.50
TOTAL TAX PAYMENT 3,969.53
BALANCE OF TAX DUE 189.03CR
INTEREST AND PEN. .00
TOTAL DUE 189.03CR
* 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. ~ p
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REV•1470 EX (8-88) ~ ~
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Calvin B. Rotz 2110-0084
REVIEWED BY ACN
Shannon E. Baker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E 3 Accounts held jointly with spouse not to be reported on return.
J I1, 1 Removed
Row Page 1