HomeMy WebLinkAbout09-11-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF .REVENUE
nr ,-.NA~~"{CE,,,AF,Z.Ny,~jZITANCE TAX
BUREAU OF INDIVIDUAL TAXES pjppk~,~:gEl{~NT,f,'"ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION aF-!~,EIILTGT7i'ONS. AND, ASSESSMENT OF TAX
PO BOX 280601 4!."a V-, :.,,.. ~ '
HARRISBURG PA 17128-0601 """' REV-1547 EX AFP (01-09)
LU~~ JEf" ~ ~ ~~ ~~~ TE 09-07-2009
t1 J f TATE OF FETZER DONALD
DATE OF DEATH 02-04-2009
C~ER~; vi FILE NUMBER 21 09-0330
~~~~~•~'~~ ~`~~Jd~7 COUNTY CUMBERLAND
ELIZABETH B FETZER C~~~r '~ '` 'i:; "`~ ~Q ACN 101
165 SPRINGFIELD RD APPEAL DATE: 11-06-2009
NEWVILLE PA 17241 (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 _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FETZER DONALD FILE N0. 21 09-0330 ACN 101 DATE 09-07-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) .00 NOTE: To insure proper
(2) 948.24 credit to your account,
submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
(5) 4 , 725.00
(6) .00
C7) 131 , 575.26
($) 137,248.50
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,296.28
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 1.296.28
12. Net Value of Tax Return C12) 123, 952.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
(14) 123,952.22
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
(l s) 123,952.22 X
C16) • 00 X
C17) • 00 X
rate (18) ' 00 X
00 _ .00
045 = .00
12 _ .00
15 _ .00
(19)= • 00
1 AA ~.RCUa 1 ~ -
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
IUTAL IAA I.RCUl l
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00 ~:
t
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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
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