HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~t~T~,C~," f~F_ INHERITANCE TAX
APPRAI$~ME~NT~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF ~IEDUCTTONS AND ASSESSMENT OF TAX
PO BOX 280601 j i
HARRISBURG PA 17128-0601 `- ~ _ REV-1547 EX AFP (12-OB)
~~t~ ~~~~,~ _(~ ~ ~~; ~7 DATE 01-05-2009
ESTATE OF FRIEDMAN DANA M
DATE OF DEATH 12-27-2007
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,,~~ rT FILE NUMBER 21 08-0044
Gh~~' ' ~ '=~` ~~ ~ COUNTY CUMBERLAND
GREGG HAMM C.f ?,: - ` ~'`~` ACN 101
BOYER K RITTER APPEAL DATE: 03-06-2009
P O BOX 8 3 0 0 (See reverse side under Objections
CAMP HILL PA 17001 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 (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRIEDMAN DANA M FILE N0. 21 08-0044 ACN 101 DATE 01-05-2009
TAX RETURN WAS: C 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) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,732,299.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 16,870.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 19,753.00
8. Total Assets (g) 2,768,922.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
124,472.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 30.006.0 0
11. Total Deductions (11) I X4.478. 00
12. Net Value of Tax Return (12) 2,614,444.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,614,444.00
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 C16) 2,614,444.00 X 045 __ 117,650.00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (ly)= 117,650.00
TAY rRGi1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-27-2008 (0009466 5,526.32 105,000.00
09-26-2008 (0010324 .00 7,124.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 117,650.32
BALANCE OF TAX DUE .32CR
INTEREST AND PEN. .00
TOTAL DUE .32CR ,
~'~
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ---"-
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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