HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~,~ ~ ",' Np7IF~ QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ApPRAISE4IENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _'qF DEDUCTiONS•AND ASSESSMENT OF TAX
PO BOX 280601 - ,'
HARRISBURG PA 17128-0601
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CHARLES J LONG C!' ~ ~ „r.
SMITH ETAL
25 N DUKE ST 2ND FLR
YORK PA 17401
REV-1547 EX AFP (01-09)
DATE 05-04-2009
ESTATE OF FRY JAMES W
DATE OF DEATH 11-28-2007
FILE NUMBER 21 07-1162
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-03-2009
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRY JAMES W FILE N0. 21 07-1162_._ AC:N 101 DATE 05-04-2009
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) 1,422,912.83 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 1,077,277.61
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 235,618.49
(8) 2,735,808.93
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 96,715.06
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.47 9 .37
11. Total Deductions (11) 99.194.41
2,636,614.50
12. Net Value of Tax Return (12)
2,551,614.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule •J) C13)
85, 000.00
14. Net Value of Estate Subject to Tax C14)
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) •0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .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 (18) 85, OOD . 00 X 15 = 12, 750.00
19 al Tax Due
Princi (lg). 12,750.00
.
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~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-12-2008 (0010127 .00 12,750.00
TOTAL TAX (:REDIT 12,750.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)