HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOtSCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAiSEM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -0F,DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 -. - --
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
;;~~ nt~~;~ _~ ~~~ i~I ~~~ DATE 08-04-2008
ESTATE OF FRY CHESTER W
~, -_ DATE OF DEATH 08-20-2007
~, ``'~- '~,`, y ~,rT FILE NUMBER 21 07-0810
C`' ~na~ COUNTY CUMBERLAND
JAMES D BOGAR ~~~~`. ' ' ACN 101
BOGAR & HIPP LAW OFCS APPEAL DATE: 10-03-2008
1 W MA I N S T (See reverse side under Objections )
SHIREMANSTOWN PA 17011 Amount Remitted
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 ~-
REV-1547 EX AFP C03-057 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRY CHESTER W FILE N0. 21 07-0810 ACN 101 DATE 08-04-2008
TAX RETURN WAS: (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)
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
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
C1) 165,000.00 NOTE: To insure proper
I2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
C5) 383,484.57
C6) .00
Cn .00
c8) 548,484.57
51,556.07
C9)
Clo) 22,582.37
C11) 74.138.44
c12) 474, 346.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 40.00
14. Net Value of Estate Subject to Tax (14) 474,306.13
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
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
TAY CRFiITTS.
cls) • 00 X 00 _ . 00
C16) .00 X 045 _ .00
C17) .00 X 12 _ .00
c18) 474, 306 . 13 X 15 _ 71, 145.92
n9)= 71 , 145.92
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-20-2008 (0009761 .00 71,145.92
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 71,145.92
BALANCE OF T,AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~'~
( IF TOTAL DUE IS LESS THAN 81, 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.)