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"
EUREAU OF INDIVIDUAL TAXES-
'INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
02-13-2006
LANTZY
02-12-2005
21 05-0178
CUMBERLAND
101
APPEAL DATE: 04-14-2006
(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
9~!_~~9~9_!~}~_~}~g______~___~~!~!~_~9~~~_~9~!!9~_~9~-Y9~~_~~~9~~~__~-___________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES A FILE NO. 21 05-0178 ACN 101 DATE 02-13-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
~r
('
JOHN MEAKIN'
MARKET SQUARE BLDG
MECHANICSBURG PA
17055
ESTATE OF
LANTZY
REV-1547 EX AFP (06-05)
CHARLES
A
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)
(2)
(3)
(4)
(5)
(6)
(7)
830,000.00
144.400.01
.00
.00
809.195.39
.00
.00
(8)
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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
120,734.90
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,783,595.40
121.373 90
1.662,221.50
1,261.221.50
401. 000.00
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 (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:
.00 X 00 = .00
230,000.00 X 045 = 10,350.00
75,000.00 X 12 = 9,000.00
96,000.00 X 15 = 14,400.00
(19)= 33,750.00
639.00
(11)
(12)
(13)
(14)
I (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-06-2005 " CD005295 1.473.68 28,000.00
INTEREST IS CHARGED THROUGH 02-28-2006 TOTAL TAX CREDIT 29,473.68
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,276.32
REVERSE SIDE OF THIS FORM INTEREST AND PEN. n .15
TOTAL DUE 4,353.47
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 1)
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-147Q EX (6-1.11)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DEC~DENT'S NAME
FILE NUMBER
Lantzy, Charles A.
REVIEWED BY
ACN
2105-0178
101
Daniel Heck
ITEM
SCHEDULE NO.
EXPLANA TJON OF CHANGES
Siblings are taxable at the rate of 12% for dates of death on or after 07-01-2000.
ROW
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