HomeMy WebLinkAbout08-14-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR QISALLOMANCE
OF DE~~~!~'~~~~NT OF TAX
i ';1 ._I.....f '..)' ;L..... ~_.,_.... -,.'
08-07-2006
ROTZ
03-07-2006
21 06-0559
CUMBERLAND
101
\APPEAL DATE: 10-06-2006
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~P~!_!~1!_~1~~____--~--_!!!!!~-~g~!!_~g!!!g~-~g!-!gy!_!!~g!!!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CATHERINE E FILE NO. 21 06-0559 ACN 101
DATE
,t~ ~:~~":~ ':EA TH
FILE NUMBER
. COuNTY
. "CNI~r
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ZDnE!
JERRY A WEIGLE
WEIGLE I ASSOC
126 EKING ST
SHIPPENSBURG
ESQ
,'-'"
PA 17257
ESTATE OF ROTZ
*1
REV-1547 EX AFP (06-05)
CATHERINE E
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 08-07-2006
( ) CHANGED
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. ABount of Line 14 et Spousal rate (15)
16. ABount of Line 14 texabl. at Lin.al/Class A rate (16)
17. ABount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
S:
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslHisc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governaental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
NUltBER
INTEREST/PEN PAID (-)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1.802.89
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subIllt the upper portion
of this fora with your
tax pay_nt.
1,802.89
? liDO 96
698.07-
.00
698.07-
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(9)
UO)
498.59
(19)=
.00
.00
.00
.00
. 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
2.002.37
(11)
(2)
(3)
(4)
(Schedule .J)
.00 X
.00 X
.00 X
.00 X
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE