HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZI~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~-~`i~t ppiP~IMENT.'; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~ -. •flF DEDFiCT~IONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 -• ~ `-~' ~ "" `""
~~Q~ ~~~ ~ ~ ~i~ ~~~ ~~
EDWARD P SEEBER ~~,~,.~~ ~;ti ~„ ~~
JAMES ETAL
555 GETTYSBURG PIKE
MECHANICSBURG PA 17055
REY-1547 EX AFP CO1-09)
DATE 04-13-2009
ESTATE OF FISHER JOSEPH E
DATE OF DEATH 05-23-2008
FILE NUMBER 21 08-0602
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Aoount Renitted
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 FISHER JOSEPH E FILE N0. 21 08-0602 ACN 101 DATE 04-13-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
~1) .00 NOTE: To insure proper
~2) 64,692.15 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
I5) 9,916.77
c6) .00
c7) 400, 195.81
~$) 474,804.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,897 .52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 14 .897 _ 52
12. Net Value of Tax Return C12) 459,907.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .DO
14. Net Value of Estate Subject to Tax C14) 459, 907.21
NOTE: If an assess~ent was issued previously, l ines 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) 459,907.21 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 = .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 C18) .00 X 15 _ .00
19. Principal Tax Due C19)= .00
rex ro~nrrc.
PA M NT
DATE RECEIPT
NUMBER D SCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~i
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, 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.)