HomeMy WebLinkAbout02-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT M FREY
5 S HANOVER ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~- i NOTICE OF INHERITANCE TAX
;..:pPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
,_.";OF DEDiJCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (12-OS)
Z~~g~ F~~ -~j ~~j ~2~ ~ ~ DATE 02-02-2009
ESTATE OF FREDERICK JR ROBERT I
• ~~~ DATE OF DEATH 06-21-2008
~,,L~'1;.( -+~ FILE NUMBER 21 08-0784
^~``, ~~ COUNTY CUMBERLAND
CE ~~ ~'' '~ ACN 10 1
APPEAL DATE: 04-03-2009
PA 17 013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS ~--~
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REV-1547 EX AFP C12-OS) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREDERICK JR ROBERT I FILE N0. 21 08-0784 AC:N 101 DATE 02-02-2009
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) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8 3,864.00
6. Jointly Owned Property (Schedule F) (6) 683,538.00
7. Transfers (Schedule G) (7) 14,015.00
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
781,417.00
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (I1) '~~
781,417.00
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
781,417.00
14. Net Value of Estate Subject to Tax (14)
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:
781,417.00 DO .00
15. Amount of Line 14 at Spousal rate C15) 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 C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
Principal Tax Due
19 C19)= .00
.
rwv rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX I;REDIT .00
BALANCE OF 'SAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. .~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.)