HomeMy WebLinkAbout12-17-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 260601
HARRISBURG PA 17128-0601
RICHARD E CONNELL ESQ
BALL ETAL
2303 MARKET ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_, _,_N.QTI~E_ OF _INHERITANCE TAX
APPRAISEMENT,;A;LLDWANCE DR DISALLOWANCE
DF DEDUCTiONS AND ASSESSMENT OF TAX
' REV-1547 EX AFP (06-05)
,~, ;;;; CC~~TE 12-01-2008
~-~`''' ~:?°:.:, ~ ~ ~ii (~~ `)HSTATE OF FRITZ LOIS M
DATE OF DEATH 02-07-2008
nl.~(;~'( i;`~ FILE NUMBER 21 08-0212
GC`~-7-4'''• ~ `^l~~i~r COUNTY CUMBERLAND
r ~:. t ~ .~
l~~ ~~ ~ ' - ; , ,-• ~;~ ACN 101
CAMP HILL PA 17011
APPEAL DATE: 01-30-2009
(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 ALONG 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 FRITZ LOIS M FILE N0. 21 08-0212 ACN 101 DATE 12-01-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 280,406.58
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 69,8 32.60
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8)
750,239.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,297.55
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,551.95
11. Total Deductions C11) 20.849.50
12. Net Value of Tax Return C12) 729,389.68
36 4,694.84
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) C13)
14. Net Value of Estate Subject to Tax C14)
364,694.84
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 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 364,694.84 X 045 = 16,411.27
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due
TAV /`OCTTTC. (19)= 16,411.27
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-06-2008 CD009669 820.56 16,815.00
TOTAL TAX CREDIT 17,635.56
BALANCE OF TAX DUE 1,224.29CR
INTEREST AND PEN. .00
TOTAL DUE 1,224.29CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CA,LCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)