HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~^j ' , L {- ~, ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '.'APpRAI'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~.
PO BOX 280601 --" ., ~OF- -DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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RICHARD S FRIEDM~hI`ESQ' ~ ~ PA
FRIEDMAN & KING
3820 MARKET ST
CAMP HILL PA 17011
REV-1547 EX AFP (12-OB)
DATE 02-09-2009
ESTATE OF MCSPARRAN MARYLOU
DATE OF DEATH 01-20-2008
FILE NUMBER 21 08-0132
COUNTY CUMBERLAND
ACN 10 ].
APPEAL DATE: 04-10-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF LdILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~--- RETAIN LDWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP CI2-O8~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCSPARRAN MARYLOU FILE N0. 21 08-0132 ACIN 101 DATE 02-09-2009
TAX RETURN WAS: (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) 353 ,023.29 credit to your account,
3,
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15, 199.37
6. Jointly Owned Property (Schedule F) C6) 1, 567.75
7. Transfers (Schedule G) (7) 37,458.05
8. Total Assets fig) 407,248.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
57,626 .43
4, Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
1D. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 464 .28
11. Total Deductions Cil) 58,n90.77
12. Net Value of Tax Return C12) 349, 157.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) C13) 30,226.51
14. Net Value of Estate Subject to Tax (14) 318,931.24
NOTE: If an assessment was issued previously, l ines 14, I5 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 (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 318,93:L.24 X 045 _ 14,351.91
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 c19)= 14,351.91
rex rwrnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-10-2008 CD009538 717.60 15,300.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 16,017.60
BALANCE OF TAX DUE 1,665.69CR
INTEREST AND PEN. .00
TOTAL DUE 1,665.69CR
~1
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~j~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)