HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..N.OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ° ~~ ~A~PR'AIS,EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "~" OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 !~w" t ,• t.
HARRISBURG PA 17128-0601 1!__{~ 1 4- `^'' REV-1547 EX AFP CO1-09)
~~~~ ~~~ _~ ~~ 41~ 09 DATE 06-29-2009
ESTATE OF GRAVES FREDERICK 0
DATE OF DEATH 11-24-2007
' FILE NUMBER 21 08-0471
COUNTY CUMBERLAND
ROBERT C FREY ~~~r~~u~~ ACN 101
FREY & TILEY ~~~~ ~ ~ APPEAL DATE: 08-28-2009
5 S H A N O V E R S T (See reverse side under Objections )
CARLISLE 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 --) 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 GRAVES FREDERICK 0 FILE N0. 21 08-0471 ACN 101 DATE 06-29-2009
TAX RETURN WAS: C 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) C1) .00
2. Stocks and Bonds (Schedule B) (2) 61 , 388.00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,710.00
6. Jointly Owned Property (Schedule F) (6) 2,088.00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
66,186.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
25,017.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 25.017.00
12. Net Value of Tax Return C12) 41, 169.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 41,169.00
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) 35,585.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 5,584.00 X 045. 251.00
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) •00 X 15 = .00
19. Principal Tax Due
rev rernrrc•. (19). 251.00
~~`PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-20-2009 CD010790 .00 24.12
02-13-2009 CD010905 .12- 227.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-14-2009 TOTAL TAX CREDIT 251.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7.53
TOTAL DUE 7.53
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN B1, 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 SIDE OF THIS FORM FOR INSTRUCTIONS.)