HomeMy WebLinkAbout07-15-05BUREAU OF INDIVIDUA~`~AXES~--~'
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HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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64 PINETREE DR
NEWVILLE PA 17241
REV-1547 EX AFP (06-OS)
DATE 07-12-2005
ESTATE OF FRANTZ MARGUERIT W
DATE OF DEATH 01-28-2005
FILE NUMBER 21 05-0361
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-10-2005
(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 -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRANTZ MARGUERIT W FILE N0. 21 05-0361 ACN 101 DATE 07-12-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this fora with your
(4) .00 tax payment.
(5) 7.766.53
(6) 4,865.00
(n 9,966.74
(8) 22,598.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 9,205.00
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 49 2 .00
11. Total Deductions (11) 9.697.00
12. Net Value of Tax Return (12) 12, 901.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 12,901.27
NOTE: if an assessment was issued previously, lines 14, 15 andior 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 (15 ) . 0 0 X 0 0 _ . 0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 12,901.27 X 045 = 580.56
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 - . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00
19. Principal Tax Due (lq)= 580.56
TOY CRFi1TTCr
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-18-2005 CD005221 29.03 551.53
* PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 580.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)