HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `~''!_ )-PpRAIS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ OF 'pEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i-,'~ `j
HARRISBURG PA 17128-0601 `"' _ ~ ~ REV-1547 IX AFP CO1-09)
~~~~ ~'~~ ~ ~ ~')~ ~2; ~ ~ DATE 03-30-2009
ESTATE OF FRANTZ PHYLLIS B
_ DATE OF DEATH 05-14-2008
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~`I `'`~~` `~' FILE NUMBER 21 08-0674
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~'~ COUNTY
LEONARD TINTNER ~1~ , , - _
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: ACN 101
315 N FRONT ST APPEAL DATE: 05-29-2009
PO BOX 741 (See reverse side under Objections)
HBG PA 17108-0741 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 ~
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRANTZ PHYLLIS B FILE N0. 21 08-0674 ACN 101 DATE 03-30-2009
TAX RETURN WAS: (X) ACCEPTED AS FLLED C ) 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) C2) 5 03.094.39 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.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) 24 3,098.36
6. Jointly Owned Property (Schedule F) (6)_ 32, 120.37
7. Transfers (Schedule G) (7) 202, 978.31
e. Total Assets ce) 981,291.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
22,898.04
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14.753.2 5
11. Total Deductions C11) ;7 • 6~i7 -?q
12. Net Value of Tax Return C12) 943,640.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 943, 640.14
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 943,640.14 X 045 = 42,463.81
17. Amount of Lfne 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 42,463.81
rex roenTre.
PAYMENT
DATE RECEIPT
NUMBER DISCOU T C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-12-2008 CD010123 1,000.00 19,000.00
11-10-2008 CD010511 .00 22,463.81
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 42,463.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00 ~
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)