HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES + ARP~A,r'*NO;~ICE,,,~F,..INHERITANCE TAX
INHERITANCE TAX DIVISION ~$'¢F~,~+7Ti, ALLOWANCE OR DISALLOWANCE
.,D~ ~I~~DUCTIpNS: AND ASSESSMENT OF TAX
PO BOX 280601 ~ i -, _
HARRISBURG PA 17128-0601 ~`""' "'' ~ "' "~'
REY-1547 EX AFP (06-85)
~~~~, ~~~~ ~~ ~ {~. ~O DATE 06-03-2008
ESTATE OF FRERE FLORIBERT A
DATE OF DEATH 12-04-2007
~~~~~ QF FILE NUMBER 21 OS-0024
Q~t~ ~~~'~J~~i ~,,~ i~~ fT COUNTY CUMBERLAND
ROGER B IRWIN ESQ C~j rl :" -?^ ! j P~ ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 08-02-2008
6 0 W P O M F R E T S T (See reverse side under Objections
CARLISLE PA 17013 Amount Remitted) --l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- RETAIN LOWER PORTION FOR YOUR RECORDS E--
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRERE FLORIBERT A FILE N0. 21 08-0024 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 15,798.96 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 45, 912.98
7. Transfers (Schedule G) C7) 7,779.2$
8. Total Assets (g) 69,491.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,668.04
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 946.9 9
11. Total Deductions (11) 9.61F:.0~
12. Net Value of Tax Return (12) 59,876.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (133 .00
14. Net Value of Estate Subject to Tax C14) 59,876.19
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 43,295.00 X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 8, 036.79 X
17. Amount of Line 14 at Sibling rate (17) .00 X
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 8,544.4 0 X
19. Principal Tax Due
00 = .00
045_ 361.66
12 _ .00
15 _ 1,281.66
(19)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-18-2008 CD009425 .00 361.11
PAYMENT MUST BE MADE BY 09-04-2008*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
- 1,643.32
TOTAL TAX CREDIT 361.11
BALANCE OF TAX DUE 1,282.21
INTEREST AND PEN. .00
TOTAL DUE 1,282,21
C IF TOTAL DUE IS LESS THAN S1, 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.)