HomeMy WebLinkAbout12-22-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES i'NOT'ICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAIS'EMENT, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 - OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 - -
REV-1547 EX AFP (06-05)
~.-.:, :s DATE 12-15-2008
ESTATE OF RITTNER FRANCES M
_~ DATE OF DEATH 11-05-2007
_.r FILE NUMBER 21 07-1155
DEAN A WEIDNER ESQniI ~~ ~~~~~, COUNTY CUMBERLAND
'
WIX ETAL ~y`,,
ACN 101
APPEAL DATE: 02-13-2009
P O BOX 8 4 5 (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 F-
-------------
_ ____
---------- ________
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RITTNER FRANCES M FILE N0. 21 07-1155 ACN 101 DATE 12-15-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 50 2,884.00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
,00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 17 8 72.63 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 200.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2, 080.47
8. Total Assets (B) 523, 037.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 40,985.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.979.50
11. Total Deductions
(11) 4.964.64
12. Net Value of Tax Return (12) 479,072.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 479, 072.46
NOTE: If an a ssessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the t
t
l
o
a of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 10,814.12 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 468,258.34 X 045= 21,071.63
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due
TAX CREDiTS~ (lg)= 21,071.63
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-01-2008 CD009250 842.11 16,000.00
08-05-2008 CD010104 .00 4,229.55
TOTAL TAX CREDIT 21,071.66
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUEV,~'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) -'