HomeMy WebLinkAbout12-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APERAFSE`NENT, ALLOWANCE OR DISALLOWANCE
r~ ~ OF ,DEp,UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-06D1 - -
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STEPHANIE KLEIM6~k:7f_R
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E~35 N 12TH ST STE 400
L.EMOYNE PA 17043
REV-1547 EX AFP C06-05)
DATE 11-24-2008
ESTATE OF FREISTAK GEORGE R
DATE OF DEATH 05-07-2008
FILE NUMBER 21 08-0565
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-23-2009
(See reverse side under Objections)
Amount Remitted ~ -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOiNG THIS LINE -") RETAIN LOWER PORTION FOR YOUR RECORDS ~--
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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 FREISTAK GEORGE R FILE N0. 21 08-0565 ACN 101 DATE 11-24-2008
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) (1) .00 NOTE: To insure proper
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
C2) 297,683.78 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 177,680.97
c6) .00
c7) .00
cB) 475,364.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
35,168.64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 551.00
11. Total Deductions (11) ;5.719.64
12. Net Value of Tax Return C12) 439,645.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 439,645.11
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 Ci1FT1TTC.
C15) • 00 X 00 _ . 00
C16) .00 X 045 _ .00
c17) 263, 787. 07 X 12 _ 31 , 654.45
c1s) 175,858.04 X 15 _ 26,378.71
c19)= 58, 033.16
PAYMENT
DATE RECEIP
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-O~i-2008 CD010096 2,893.62 54,978.87
PAYMENT MUST BE MADE BY 02-07-2009*.
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 57,872.49
BALANCE OF TAX DUE 160.67
INTEREST AND PEN. .00
TOTAL DUE 160.67 ~
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
- ..~~~~.~n orr ocvrvcr crnc nF 7HiS FORM FOR INSTRUCTIONS.)