HomeMy WebLinkAbout10-05-07
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
DATE
4 P:STATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
J70>;
- J J~~rI 1 ; :
JAMES M ROBINSON
TURO LAW OFFICES
28 SPIn ST
CARLISLE
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PA 17013
REV-I5..7 EX AFP (06-05)
WILBERT
M
TO:
TAX RETURN WAS: (X) ACCEPTED AS F I LED
10-01-2007
FRY
04-03-2007
21 07-0421
CUMBERLAND
101
APPEAL DATE: 11-30-2007
( See reverse side under Ohjections)
Amount Remitted [ =:J
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALDN. THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS ...
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REV-IB.7 EX AFP (03-0B) NOTICE OF INHERITANCE TAX APPRAISEMEMT, ALLDWAMCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRY WILBERT M FILE NO. 21 07-0.21 ACN 101 DATE 10-01-2007
CHANGED
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)
0)
(2)
(3)
(4)
(5)
(6)
(7)
65,287.80
4,242.00
.00
.00
70,461.19
.00
.00
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (SchedUle I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14,047.10
(9)
(0)
. OIL
( IlJ
(2)
(3)
( 14)
Net Value of Estate SUbject to Tax
NOTE: To insure proper
credit to YOur account,
sUbmit the upper Portion
of this form with Your
tax paYment.
(8)
139,990.99
NOTE, If an a..e...ent Was 1'.ued prevloU"y, lIne. I., IB and/or 16, 17, 18 and 19 wIll
reflect f1oure. that InClUde the tot" of ALL return. a..e"ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at SPOusal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at COllateral/Class B rate
19. Principal Tax Due
TAX CREDITS.
14.04'7 10
125,943.89
.00
125,943.89
05) 125,943.89 X 00 .00
(6) .00 X 045 = .00
(7) .00 X 12 .00
(18) .00 X 15 .00
(9)= .00
.
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 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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.