HomeMy WebLinkAbout02-06-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~QTICE OF INHERITANCE TAX
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Af;'1'~?A~SL?MEN-T~
ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 :
,''0~ ,DEDUGTIOIJS AND ASSESSMENT OF TAX
-.
HARRISBURG PA 17128-0601 ~-. ..~~ "'~ ~"" ~•-, REY-1547 EX AFP (12-OS)
ZQ~~ ~~$ ~~ ~~ I~• ~ ~ DATE 02-02-2009
ESTATE OF CAPONE ALICE H
DATE OF DEATH 08-08-2006
~'.Fl'~\ ~~r FILE NUMBER 21 07-0970
d~!~ ~`~~~~~~','?UPT COUNTY CUMBERLAND
ROBERT G FREY ~ j`,' "`. C~ ACN 101
FREY & TILEY APPEAL DATE: 04-03-2009
5 S HAOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYAE4LE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,A 17013
CUT ALONG THIS LINE
----------------------- -) RETAIN LOWER PORTION FOR YOUR RECCIRDS ~
----------------------------
REV-1547 EX AFP C12-08) ----------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT" OF TAX
ESTATE OF CAPONE ALICE H FILE N0. 21 07-0970 ACN 101 DATE 02-02-2009
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)
2. Stacks 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
cl) .00
c2) .00
c3) .00
c4) .00
c5) 1CI,694.00
c6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
~$) 10,694.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 5,777.20
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO). 2'.219 .00
11. Total Deductions
(11)
7.996. 0
12. Net Value of Tax Return X12) 2,697.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .)) (13) .00
14. Net Value of Estate Subject to Tax (lG) 2, 697.80
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 assess ed 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) .00 X 045 = .00
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) 2,69~~.80 X 15 _ 405.00
19. Principal Tax Due c19)= 405.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
10-14-2008 ~ (0010399 ~ .00 405 .00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-15-2008 TOTAL TAX CREDIT 405.00
BALANCE OF TAX DUE .00
INTEREST AN1) PEN. 43.42
TOTAL DIIE 43.42
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS RE9UIRED. rl
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED CAS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~