HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF -INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE bf2~DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS .AND;ASSESSMENT OF TAX
PO BOX 280601 ,
HARRISBURG PA 17128-0601 - _ REV-1547 EX AFP (06-05)
~'~y,~f~i:~ DATE 08-04-2008
E~T~1JF~i FRUTIGER JOHANNA C
DATE OF DE~H 08-19-2007
~~~~ i;~~TI~~E_ NUMBER 21 07-0868
rrl~; CDl}lF~T~YjT CUMBERLAND
RICHARD W STEVENSON ESQ C~" ~ACH ~'- '~ 101
MCNEES ETAL PEAL DATE: 10-03-2008
PO BOX 116 6 (See reverse side under Objections)
HBG PA 17108 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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ,ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRUTIGER JOHANNA C FILE N0. 21 07-0868 AC:N 101 DATE OS-04-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
10. Debts/Mortgage Liabilities/Liens (Schedule
11. Total Deductions
12. Net Value of Tax Return
cl) .00
cz) 1,040,059.92
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(5) 67,527.53
c6) .00
~7) 349,777.10
I8) 1,457,364.55
35,089.41
(Schedule H) (9)
I) clo) 20,676.01
I11) ~+~.76~+_4
c12) 1,401,599.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J') (13) 16,50 0.00
1,385,099.13
14. Net Value of Estate Subject to Tax C14)
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 C15) •00 X 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,385,099.13 X 045 = 62,329.46
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due C19)= 62, 329.46
TAY ~`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
11-16-2007 (0008987 3,078.95 58,500.00
05-09-2008 (0009710 .00 750.51
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 62,329.46
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL DIIE .00
r\
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~