HomeMy WebLinkAbout10-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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}' 1~GDT~ICE'~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -~;:-APPI2AISEMENT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION I'~- , il;; '_OF ~DEDUCTiONS AND ASSESSMENT OF TAX
PD BOX 290601 "~
HARRISBURG PA 17128-0601
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ROBERT G FREY
FREY & TILEY
5 SOUTH HANOVER ST
CARLISLE PA 17013
REY-1547 EX AFP (01-09)
DATE 09-28-2009
ESTATE OF LEAR LOUELLA E
DATE OF DEATH 03-08-2006
FILE NUMBER 21 06-0235
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: i1-27-2009
(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 -i RETAIN LOWER PORTION FOR YOUR RECORDS 4"~
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REY-1547 EX AFP CO1-09) NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF LEAR LOUELLA E FILE NO. 21 06-0235 ACN 101 DATE 09-28-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) 1 0,033.0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .OU
B. Total Assets C8) 10,033.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Gusts/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) -~~
10, 033.00
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 98,698.00
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 C15) • 00 X OD = . 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 (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C1B) 98,698.00 X 15 = 14,$04.75
19. Principal Tax Due (19)= 14,8 04.7 5
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A NT
DATE R C
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
*** SUMMARY 0 ALL 06 PAYMENTS **
04-22-2009 500.00 .00
426.64- 14,752.03
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 14,825.39
BALANCE OF TAX DUE 20.64CR
INTEREST AND PEN. .00
TOTAL DUE 20.64CR
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~/')
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUF! Y l
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTTnNC ~ ~•A~'