HomeMy WebLinkAbout10-02-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
`COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NQ,T.~CF~OF,INHERITANCE TAX ~ "
A~PgI~I~~MENT,'ALkOWANCE OR DISALLOWANCE
OF' DEDUCTIONS AND ASSESSMENT OF TAX
.~ .- ~ ~ _ REV-1547 EX AFP CO1-09)
2~~9 OCT -2 AP4 f I ~ ~0
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HAMILTON C DAVIS C~," ~ ;''~ ~p
ZULLINGER DAVIS
20 E BURD ST STE 6
SHIPPENSBURG PA 17257
DATE 09-28-2009
ESTATE OF FRITZ BETTY C
DATE OF DEATH 07-29-2008
FILE NUMBER 21 08-0811
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-27-2009
(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 --- RETAIN LOWER PORTION FOR
--------------------------- YOUR
----- RECORDS •-
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REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPR AISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF FRITZ BETTY C FILE N0. 21 08-0811 ACN 101 DATE 09-28-2009
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: T o insure proper
(2) .00 credit to your account,
2. Stocks and Bonds (Schedule B) 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 pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,041.2 3
6. Jointly Owned Property (Schedule F) (6) 7,959.04
7. Transfers (Schedule G) (7) .00
(B) 12, 000.27
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,288.06
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 932 .45
11. Total Deductions (11) 12. 220. r,1
220.24-
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
220.24-
14. Net Value of Estate Subject to Tax (l4)
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed 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 C16) .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) •00 X 15 = .00
19. Principal Tax Due (19). .00
IAJC I.KtLl IJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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.)