HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
^~ f1'-r` '~-`_;f~. ~r NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES :. +~ `d-i.~ ` p~'~FtA~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -~-,-5~,,!--~ ~.1
PO BOX 280601 +5~.1~a„r;C.~i ~,;~ ~°,u;F;..,EDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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CL~I~K ~I-
MARIELLE F HAZ~J~~~~„R~V~~D CO., PA
HAZEN ELDER LAW
2000 LINGLESTOWN RD 2
HBG PA 17110
REV-1547 EX AFP CO1-09)
DATE 06-08-2009
ESTATE OF FOGTMAN ESTHER I
DATE OF DEATH 05-13-2008
FILE NUMBER 21 08-0622
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-07-2009
(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 FOGTMAN ESTHER I FILE N0. 21 OS-0622 ACN 101 nerF [le-nR-~nno
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) 180.094.57 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(
00 of this form with your
4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 68.25
6. Jointly Owned Property (Schedule F) C6) 9,222.21
7. Transfers (Schedule G) ~ (7) .00
8. Total Assets (g) 189,785.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 28,5 74.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 911,61
11. Total Deductions
(11) 99.486.0
12. Net Value of Tax Return (12) 160,298.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) 2,000.00
14. Net Value of Estate Subject to Tax C14) 158,298.98
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 C19) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 158,298.98 X 045 = 7,123.45
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 7
123
45
TAX CRFnrrc. (19)= ,
.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-05-2008 CD010105 342.11 6
500
00
01-28-2009 CD010833 .00 ,
.
281.34
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 7,123.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, 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 FDR INSTRUCTIONS.)