HomeMy WebLinkAbout04-24-09COMMONWEALTH OF PENNSYLVANIA
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BUREAU OF INDIVIDUAL TAXES '" ~ ppp,~Q~;§EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -- - -• bF`DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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FOREST N MYERS
FM MYERS LAW OFC
137 PARK PL WEST
SHIPPENSBURG
PA 17257-9212
REV-1547 EX AFP (01-09)
DATE 04-20-2009
ESTATE OF FRIEND ROBERT L
DATE OF DEATH 05-10-2008
FILE NUMBER 21 08-0561
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-19-2009
(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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRIEND ROBERT L FILE N0. 21 08-0561 ACN 101 DATE 04-20-2009
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 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) (2) - 4 7,097.00 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank DepasitslMisc. Personal Property (Schedule E) C5) 1 28,431.96
6. .lointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
175,528.96
e. Total Assets (B)
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,012.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 11 .011.2F;
164,516.71
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
164,516.71
14. Net Value of Estate Subject to Tax (l4)
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 OD = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 . .00
17. Amount of Line 14 at Sibling rate C17) 163,516.71 X 12 19,622.01
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 1,000.00 X 15 150.00
19 Principal Tax Due (1g)= 19,772.01
. TTT[..
PAYMEN
DATE RECEIPT
NUMBER DISCO NT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-07-2008 CD010112 947.37 18,000.00
12-08-2008 CD010617 .00 824.64
TOTAL TAX CREDIT 19,772.01
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)