HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r -~..,r,~.~._,~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES I ;' _AF~j~f{A~I~SLMrEN~; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION - ;-OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - ~~
HARRISBURG PA 17128-06D1 ~ -~ `'~ `~ ' ~J~ `' "-
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DIANNE G RADCLIFF ~~~~'•''~ ~ ~,!~: ~'~; ~A
3448 TRINDLE RD
CAMP HILL PA 17011
REY-1547 EX AFP (01-09)
DATE 04-13-2009
ESTATE OF DEFRANK RICHARD A
DATE OF DEATH 03-03-2008
FILE NUMBER 21 08-0411
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
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 DEFRANK RICHARD A FILE N0. 21 08-0411 ACN 101 DATE 04-13-2009
TAX RETURN WAS: C 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 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) ~2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 74,44 2.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ig) 74,442.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
2,461.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 223.99
11. Total Deductions (11) ?.685.51
12. Net Value of Tax Return (12) 71,757.15
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 71,757.15
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 (16) 71,757.15 X 045 = 3,229.07
17. Amount of Line 14 at Sibling 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 (19)= 3,229.07
rex ro~nrrc.
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-27-2008 CD009785 161.45 3,106.13
04-06-2009 REFUND .00 38.51-
TOTAL TAX CREDIT 3,229.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 /',
i
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)