HomeMy WebLinkAbout04-15-02
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'v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT M FREY
FREY & TI LEY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-15-2002
COOLIDGE
07-14-2001
21 01-0684
CUMBERLAND
101
REV-1547 EX AFP (OI-D2)
WARREN
F
Amount Remitted
PA 170'1.3
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS --
REV = i54-j-Ex-AFP--foY.:-o2Y-NoYlcE--oF--fNHERITAifcE-':fA"x-'A-PPRAISEifENT-,--AL.i-OWAtfCE-oJi----------- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COOLIDGE WARREN F FILE NO. 21 01-0684 ACN 101 DATE 04-15-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
333,734.00 X 00 = .00
370,450.00 X 045 = 16,670.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 16,670.00
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
1I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
716,573.00
.00
.00
.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
lID)
12,369.00
20.00
(11)
1I2)
1I3)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
716,573.00
12.389 00
704,184.00
.00
704,184.00
n,." Kl:I..l:.Lrl l+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-08-2001 CDOO0354 798.97 15,180.41
12-20-2001 CDOO0662 .00 269.00
INTEREST IS CHARGED THROUGH 04-30-2002 TOTAL TAX CREDIT 16,248.38
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 421.62
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.11
TOTAL DUE 422.73
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)