HomeMy WebLinkAbout06-12-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.t,.t_)~„~r1,.,kQ;~~E~bG INHERITANCE TAX
-~n~PPR ~'SEM~N~,j'; A DWANCE OR DISALLOWANCE
'~' `~'~D~D~k~ICT2aNS-~ND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
ZQQ9 J!!N ! 2 P~4 !2~ 38 DATE 06- 08-2009
ESTATE OF BRYMESSER ESTHER
#(~ DATE OF DEATH 12-01-2007
~~(`~ FILE NUMBER 21 07-1148
~~~~~ {',Q„ ~, COUNTY CUMBERLAND
ACN 101
APPEAL DATE: OS-07-2009
(See reverse side under Objections)
PA 17013 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 E~ _ _______
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRYMESSER ESTHER FILE N0. 21 07-1148 ACN 101 DATE 06-08-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
KtJtKYAliON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 130,000.00 NOTE: To insure
2.
Stocks and Bonds (Schedule B)
(2)
.00 proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 90 990.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 181,868.00
8. Total Assets C8) 402,858.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 23,159.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10). .00
11. Total Deductions
(11) 93. 1 X9.00
12. Net Value of Tax Return (12) 379, 699.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 379,699.00
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) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 04 5 _ .00
17. Amount of Line 14 at Sibling rate C17) 364,699.00 X 12 ~ 43,764.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 15,000.00 X 15 ~ 2,250.00
19. Principal Tax Due (ly)= 46, 014.00
TAY PDCTTTC.
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-28-2008 CD009351 1,842.11 35,000.00
11-17-2008 CD010526 92.11- 9,264.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-18-2008 TOTAL TAX CREDIT 46,014.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 43.49
TOTAL DUE 43.49
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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 SInF nF 7urc rnou rno •~~re,~,.rr...~..