HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~[:~'~ NO`ttwE 0~,''INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' Ap'pt;'AISEAENTa A~.LOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISION 'i ;O F; ,DE,D~U,CTIONS.AND ASSESSMENT OF TAX
PO BDX 280601 - ~ ""
HARRISBURG PA 17128-0601 L- G p REV-1547 EX AFP (12-OB)
~~~g t ~a w~ r ~i'~, ~ ~ ESTATE OF ARMSTRONG9 FRANK D
DATE OF DEATH 06-11-2008
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CL~r;,t !-~1~
~~C,I~~,,,_, ;`,li,,~ii FILE NUMBER 21 08-0694
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~~ pA COUNTY CUMBERLAND
ELYSE E ROGERS CI ~ ACN 101
KEEPER ETAL APPEAL DATE: 04-03-2009
635 N 12TH ST STE 40 0 (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C.0 COURT HOUSE
CARLISLE, Pp~ 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECOIRDS E~
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REV-1547 EX AFP C12-O8~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ARMSTRONG FRANK D FILE N0. 21 08-0694 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 246,895.15 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) (5) 6,2 30.8 9
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 838',242.98
e. Total Assets (g) 1 , 091 , 369.02
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,405.63
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 14.40-63
1,076,963.39
12. Net Value of Tax Return (12)
238,720.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
838,242.98
14. Net Value of Estate Subject to Tax (lG)
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 a!osess ed to date.
ASSESSMENT OF TAX:
838,242.98
00
.00
15. Amount of Line 14 at Spousal rate (15) =
X
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) •00 X 15 = .00
Due
l T
i
i (19)= .00
19. ax
nc
pa
Pr
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PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX iGREDiI
BALANCE OF 'TAX DUE
INTEREST AhID PEN.
TOTAL LIUE
.00
.00
.00
.00
~;
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE: OF THIS FORM FOR INSTRUCTIONS.)