HomeMy WebLinkAbout08-07-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ri,-'i "..
.~- \. NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
07-31-2006
WERTZ
03-11-2006
21 06-0290
CUMBERLAND
101
APPEAL DATE: 09-29-2006
(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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REy:is47-Ex-AFP-ioj:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DOROTHY A FILE NO. 21 06-0290 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
n
i
MICHAEL L BANGS
429 S 18TH ST
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17011
ESTATE OF WERTZ
'*
REV-1547 EX AFP (06-05)
DOROTHY
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 07-31-2006
) CHANGED
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
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
(9)
(10)
NOTE:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
135,000.00
23.089.81
.00
.00
64.031. 36
1.924.33
34,838.78
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
258,884.28
18.142 79
240,741. 49
.00
240,741.49
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
15,237.99
2.904.80
(11)
(12)
(13)
(14)
.00
240,741.49
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
.00
10,833.37
.00
.00
10,833.37
TAX CREDITS:
. ~. n_n . I'(CI.C.Lrl (+J AI10UNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-06-2006 CD006793 541. 67 10,291.70
TOTAL TAX CREDIT 10,833.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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 U~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)