HomeMy WebLinkAbout08-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
._:, .-,;..,.--., ;-.pOTTtE,~`Of INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRATSEMENT,` ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ :;;OF-, DEDU~TI'ONS AND ASSESSMENT OF TAX
PO BOX 280601 __ .. .. - ' ~%' ' ' ° • W
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09]
~~~~ ~U~ 3 ~ ~~ ~; D~J DATE 08-24-2009
ESTATE OF FOLTZ MELINDA K
DATE OF DEATH 03-27-2008
~~-~~~ ~~ FILE NUMBER 21 08-0378
C~RP~t~ ~~~~T COUNTY CUMBERLAND
MARK A MATEYA ESQ ~,u~1~?~~~j~il._l~~'t~--r' ~~•~ PA• ACN 101
MATEYA LAW FIRM APPEAL DATE: 10-23-2009
P O BOX 12 7 (See reverse side under Dbjections
BOILING SPRINGS PA 17007 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 FOLTZ MELINDA K FILE N0. 21 08-0378 ACN 101 DATE 08-24-2009
TAX RETURN WAS: C X) ACCEPTED A5 FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,5 21.0.4
6. Jointly Owned Property (Schedule F) C6) 3, 000.00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets Ce) 4,521.04
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,723.88
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 38.505 .12
11 . Total Deductions C11) 41_ .729 _ nn
36,707.96-
12. Net Value of Tax Return C12) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
36,707.96-
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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal lax Due C19)= .0 0
A ~.
DATE C I T
NUMBER DISCOUN C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)