HomeMy WebLinkAbout09-08-09BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
r ,.,.DEPARTMENT OF REVENUE
~~' `w ~'`\'~ ~ ,' NOTICE OF INHERITANCE TAX
TAXES :gppQp~SEMENT, ALLOWANCE OR DISALLOWANCE
"~,~_'..~+~~ ~-' ~~~ l~~"DEDUCTIONS AND ASSESSMENT OF TAX
2009 SEP -8 AM 9' 2Q
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BRIAN C LINSENBI~t~H'~~~ ~~
SCHRACK 8, LINSENBACH
PO BOX 310
DILLSBURG PA 17019-0310
REY-1547 EX AFP (01-09)
DATE 08-31-2009
ESTATE OF FREY S K
DATE OF DEATH 03-20-2008
FILE NUMBER 21 08-0406
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-30-2009
(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 F~
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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 FREY S K FILE N0. 21 08-0406 ACN 101 DATE 08-31-2009
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)
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
(1) 110,000.00 NOTE: To insure proper
(2) .00 credit to your account,
submit the upper portion
C3) .00 of this form with your
C4) .00 tax payment.
(5) 1.796.28
(6) 866.99
n) .00
(B) 112,663.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
77,498 .15
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 49.239 .32
11. Total Deductions (11) 1 26.737.47
12. Net Value of Tax Return (12) 14,074.20-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 14,074.20-
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:
15. Amount of Line 14 at Spousal rate (lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 045 = .DO
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .00
19. Principal Tax Due (lq)_ .00
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
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 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.)