HomeMy WebLinkAbout09-11-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES n-Z~'~-r ~,$ppj~~(,IS'EMENTE ALLOWANGETORCDISALLOWANCE
INHERITANCE TAX DIVISION i ['_° .0~~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ., .e / 4 s_ ~ ~ ~ , , , • „
HARRISBURG PA 17128-0601
2~~9 SEP 1 I Ate I! = 25
THOMAS J AHRENS ~~` ~`' f-~"~ ' `~~ ~~~ ~t~
AHRENS LAW FIRM PC
52 GETTYSBURG PIKE
MECHANICSBURG PA 17055
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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MADEIRA FREDERICK L FILE N0. 21 06-1072 ACN 101 DATE 09-07-2009
TAX RETURN WAS: C X3 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule 63 (2) 11.048.86 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets {B) 11 , 048 .86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 19.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) ~ 9 _ 00
12. Net Value of Tax Return {12) 11 , 029.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts [Schedule J) {13) .00
14. Net Value of Estate Subject to Tax (l4) 1,079,748.09
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) 1,079,748.09 X 00 _ .00
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) •00 X 15 _ .00
19. Principal Tax Due {19}= .00
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
REV-1547 EX AFP (01-09)
DATE 09-07-2009
ESTATE OF MADEIRA FREDERICK L
DATE OF DEATH 03-10-2006
FILE NUMBER 21 06-1072
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-06-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 51, NO PAYMENT IS REQUIRED. 1
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE C`,,
n oGGiINn. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) C/.