HomeMy WebLinkAbout11-04-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
'OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-07-2005
DITZEl
12-14-2004
21 05-0039
CUMBERLAND
101
APPEAL DATE: 01-06-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~k9~~_!~~~_k~~~___---~___~~!~!~_~9~~~_~9~!!9~_E9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
B J FILE NO. 21 05-0039 ACN 101 DATE 11-07-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
BUREAU OF INDIVIDUAL TAXES"
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
,.- ,....,
'- J
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
DITZEl
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
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
DATE
03-10-2005
08-24-2005
+
INTEREST/PEN PAID (-)
564.00
.00
NUMBER
CD005042
......... CD005724
INTEREST IS CHARGED THROUGH 11-22-2005
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
28.461.00
48,482.00
63,129.00
(8)
REV-1547 EX AFP (06-05)
B
J
(9)
(10)
15,045.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
140,072.00
15.067 00
125,005.00
.00
125,005.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
15,000.60
.00
15,000.60
14,581.00
419.60
3.97
423.57
Rf.
22.00
(11)
(12)
(13)
(14)
.00 X 00 =
.00 X 045=
125,005.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
10,716.00
3,301. 00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $1, 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.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
B Jane Ditzel
FILE NUMBER
Deborah Washington
ACN
2105-0039
101
REVIEWED BY
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-3 The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
ROW
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