HomeMy WebLinkAbout11-02-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- -ItOTICE;:tlF rNHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
r' ~ ,I. ! 0 COATE
1'1: : v
ESTATE OF
DATE OF DEATH
FILE NUMBER
/,'F:T COUNTY
r: I,
t-" ACN
10-29-2007
FRY
01-24-2007
21 07-0114
CUMBERLAND
101
APPEAL DATE: 12-28-2007
( See reverse side under Objections)
A.ount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 80X 280601
HARRIS8URG PA 17128-0601
2,]01 - 2
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
('iCI[.:'! '
v; ,f
(;i"
PA 17013
*'
REV-1547 EX AFP (06-05)
JOSEPH
W
TO:
CUT ALONG THIS LINE -. RETAIN LOWER PORTION FOR YOUR RECORDS 4--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRY JOSEPH W FILE NO. 21 07-0114 ACN 101 DATE 10-29-2007
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
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. 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
NOTE:
(9)
ClO}
} CHANGED
Cl}
(Z)
(3)
(4)
(S)
(6)
(7)
119.000.00
.00
.00
.00
4,348.00
.00
15.894.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
139.242.00
?7.8?760n
111.415.00
.00
111.415.00
If an assess.ent was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
lS. 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
o +
INTEREST/PEN PAID (-)
225.00
.00
DATE
03-30-2007
07-31-2007
NUMBER
CD007959
CD008471
ClS}
(16)
Cl7>
(18)
17.430.00
10.397.00
Cll}
ClZ}
(l3)
Cl4}
.00
111,415.00
.00
.00
X 00
X 045 =
X 12 =
X 15 =
Cl9}=
AMOUNT PAID
4,275.00
514.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
5,014.00
.00
.00
5,014.00
5.014.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN tl, 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.}