HomeMy WebLinkAbout10-02-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~',-,""D ~l'lCE 6f INHERITANCE TAX
'-T:C~r'_WSE",€NT;- ALLOWANCE OR DISALLOWANCE
-.:,c "',:<<We PE.~I~ AND ASSESS"ENT OF TAX
(-",l_'.".},-"..J :_\. '-.r'
10-02-2006
DIETZ
12-27-2005
21 06-0016
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( See reverse side under Objections)
Amount R..ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-EX-AFP-io3:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEMENT:-ALLOWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN R FILE NO. 21 06-0016 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
f") D'\ \7: 31
.-./11'\( 0"1 - {. \ i \....
[DUO ,\."
STANLEY A SMITH
RHOADS & SINON
PO BOX 1146
HBG
I rM (\1:
r', t'-;,.\ \ I:
V-;_III'\' 0.,......' \PT
,,"""'.n, "'1\, C. . . l ",\
I '\-',:----'1\-.,--",,\\: 1..) \":'..J "':., n~
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vv\,.I....
ESQ
PA 17108
ESTATE OF DIETZ
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. ~rtgllges/Notes Receivable (Schedule D)
S. Cash/Bank Daposits/"isc. Personal Property (Schedule E)
6. Jointly OWned Property (Schedule F)
7. Transfers (Schedule 8)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AcIII. Costs,"isc. Expenses (Schedule H)
10. Dabts/~rtgllgll Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/80ver~t.1 Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
( ) CHAN8ED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
283.250.00
1. 017 .969. 49
.00
.00
222.116.74
11. 066.87
101576.00
(8)
'*
REV-1547 EX AFP (06-05)
JOHN
R
(9)
(10)
701884.50
DATE 10-02-2006
NOTE: To insure proper
credit to your accountl
subIIi t the upper portion
of this for. with your
tax pay.ent.
115441979.10
107.977 37
L437 1001. 73
501000.00
113871001.73
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
1S. AIIount of Line 14 at Spousal rete (1S)
16. AIIount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. ~t of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
DATE
03-21-2006
NUHBER
CD006461
INTEREST/PEN PAID (-)
31383.25
37.092.87
(11)
(12)
(13)
(14)
(Schedule .J)
.00 X
113371001.73 X
.00 X
501000.00 X
00 =
045 =
12 =
15 =
.00
601165.08
.00
71500.00
671665.08
711383.25
3.718.17CR
.00
31718.17CR
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAY"ENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU ~Y BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
(19)=
AttOUNT PAID
681000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z806Dl
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
N~~ICE.~F DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
REV-483 EX AFP (06-05)
""",r;'
',,' t,~~~ ~.-1
DATE 10-02-2006
ESTATE OF DIETZ JOHN R
DATE OF DEATH 12-27-2005
FILE NUMBER 21 06-0016
COUNTY CUMBERLAND
ACN 201
APPEAL DATE: 12-01-2006
(See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
i l; j
I' .-r-,',.'
,....,,...... ,-
STANLEY A SMITH ES~
RHOADS & SINON
PO BOX 1146
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subMit the upper portion of this forM with your tax paYMent.
~~!_~~~~~_!~~~_~~~~________~__~JJ~J~_~9~J~_P9~JJ9~_!9~_J9~lt!J~J~__~_____________________
REV-483 EX AFP (03-05) .. NOTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF DIETZ
JOHN
R FILE NO.21 06-0016
ESTATE TAX DETERMINATION
ACN 201
DATE 10-02-2006
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
64,281.83
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
64,281.83
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)