HomeMy WebLinkAbout03-06-06
03-06-2006
WERTZ
04-20-2005
21 05-0503
CUMBERLAND
101
APPEAL DATE: 05-05-2006
(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~~~_~9~!!9~_~9~_Y9Y~_~~99~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
VIRGINIA L FILE NO. 21 05-0503 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DAVID C MILLER JR ESQ
D C MILLER JR LAW OFFC
1100 SPRING GARDEN DR
MIDDLETOWN PA 17057
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ESTATE OF
WERTZ
REV-1547 EX AFP (06-05)
VIRGINIA
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 03- 06-2006
CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ 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
75,491.35 X 045 = 3,397.11
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,397.11
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)
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
(9)
(10)
8LOOO.00
.00
.00
.00
2.733.76
lL665.92
.00
(8)
15,077.50
4.830.83
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portio.
of this form with your
tax payment.
95,399.68
19 908 33
75,491.35
.00
75,491.35
n___.. (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07 14-2005 CD005571 169.86 4,300.00
TOTAL TAX CREDIT 4,469.86
BALANCE OF TAX DUE 1,072.75CR
INTEREST AND PEN. .00
TOTAL DUE L 072. 75CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DOl!--
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)