HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~ '~, ~ ~ •Nd,T'ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP,RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `~ "` ~ ~ : „p;F 'pE.D1JCTI0NS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-OB)
~Q~g ~CU 'v P~ ~2~ ~ ~ DATE 02-02-2009
ESTATE OF DUM ANNA L
,,. ~- i DATE OF DEATH 07-25-2008
G?'r'~'~i`~ ,~j-•,~ ~'r FILE NUMBER 21 08-0815
~~` "''`'~ i"'~`)'~~ CUMBERLAND
,~-~ - ~ COUNTY
ROBERT G FREY ~I iI'" - ~- ~ ACN 101
FREY >3< TILEY APPEAL DATE: 04-03-2009
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 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 ~
REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DUM ANNA L FILE N0. 21 08-0815 AC'.N 101 DATE 02-02-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANCED
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) .00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6 3,326.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 273,746.00
(g) 337, 072.00
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 5,216.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 199 .00
11. Total Deductions (11) 5.41 ~,. 00
331,657.00
12. Net Value of Tax Return (12)
25,330.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13)
306,327.00
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:
.00
00
.00
15. Amount of Line 14 at Spousal rate (15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 306,327.00 X 045 = 13,785.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19 l Tax Due
i
i
P c19)= 13,785.00
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~~PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-14-2008 CD010400 689.25 13,129.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,818.25
BALANCE OF 'fAX DUE 33.25CR
INTEREST AND PEN. .00
TOTAL DUE 33.25CR
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)