HomeMy WebLinkAbout02-13-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~ ;~~.,~~~,N~T GE.i'OF`;INHERITANCE TAX
AP~i~AI9E'M~ ~T`,%jI'-A~COWANCE OR DISALLOWANCE'
-`aOF~ ~DED!UCTI'QN$ ;AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
ZQ09 FEB 13 PI'S f ~ 4~ DATE 02-16-2009
ESTATE OF BURGER VICTORIA S
DATE OF DEATH 08-31-2008
C~C~~ ~~ FILE NUMBER 21 08-0927
ORF~~~P` ~ r~~.J~T COUNTY CUMBERLAND
CU~.~ i:,_, , _.. ~ ACN 101
APPEAL DATE: 04-17-2009
(See reverse ,side under Objections)
PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, P.A 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS 4--'- _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURGER VICTORIA S FILE N0. 21 08-0927 ACN 101 DATE 02-16-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: pRIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) «00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 6,5 22.00
6. Jointly Owned Property (Schedule F) (b) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (g) 6,522.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 30,709.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 38,137 .00
11. Total Deductions
C11)
68.840.On
12. Net Value of Tax Return (12) 62,318.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J:) (13) .00
14. Net Value of Estate Subject to Tax (14) 62,318.00-
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:
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) .00 X D45 _ .00
17. Amount of Line 14 at Si613ng rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) «00 X 15 _ .00
19. Principal Tax Due C19)= .00
rex rocntrc.
AYM N
DATE R CE PT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. 4\'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (B-88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
VICTORIA L BURGER 2108-0927
REVIEWED BY ACN
E{izabeth A. Bloom 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
l ne aeauction for personal representative commissions has been reduced from $1,500.00
to $350.00. No information was submitted with the return to indicate a demand for
extraordinary services. The Department bases its ruling on the assets filed for inheritance
tax purposes, reasonableness, research and complexity of the estate.
The claim for attorney fees has been reduced from $1,500.00 to $500.00. Information
submitted did not indicate a demand for extraordinary services. The Department bases
its ruling on the assets filed for inheritance tax purposes, reasonableness, research and
complexity of the estate.
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