HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~ ~~^„~ tr„, ~ _ >r NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~ ~ ~ ~.~,PlPfA)~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ;.~~F~DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17128-0601 ~ '- ~ ~ -- ^- ° - ~ --!
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ROBERT G FREYCt ~,a
FREY ~ TILEY
5 S HANOVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FERGUSON JAMES S FILE N0. 21 07-0434 ACN 101 DATE 03-09-2009
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
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) .DO
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 184.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
184.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 248.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24.900.00
11. Total Deductions C11) 75.148.00
12. Net Value of Tax Return (12) 24,964.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY /`D~TTTC.
REY-1547 EX AFP (D1-09)
DATE 03-09-2009
ESTATE OF FERGUSON JAMES S
DATE OF DEATH 04-27-2007
FILE NUMBER 21 07-0434
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
c15) • 00 X 00 _ . 00
(16) .00 X 045 _ .00
(ln .00 X 12 _ .00
(19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. /~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~-U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)