HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,NO,TSCE,,OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES =~'(~" 'pM~+P~q.;,~E~ENT,ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ -
PO BOX 280681 , ~OF iF~EDUGT~IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-8681 `," ~is~; ~~;ti ~ ''~' REV-1547 EX AFP (01-09)
2Q09 ~~~ ~ 8 ~~~ ~~~ ~U ESTATE OF FRY15-2009
CHLOE 0
DATE OF DEATH 08-27-2008
CLEF,P; ~'~ FILE NUMBER 21 08-0890
QR„~~ ;,' ~, r ~1~~.;~T COUNTY CUMBERLAND
BRIDGET M WHITLEY ~'" ~~, ACN 101
SKARLATOS 8~ ZONARICH ~'~~"~'' APPEAL DATE: 11-14-2009
17 S 2ND ST (See reverse side under Objections)
HBG PA 17101 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 POR_TION_ FOR YOUR RECORDS F- _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRY CHLOE 0 FILE N0. 21 08-0890 ACN 101 DATE 09-15-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST.- SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1. 4 75,789.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) C5) 67,565.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 1,543,354.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 50,370.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11 , 102.00
11. Total Deductions
C11)
61 .47 - 00
12. Net Value of Tax Return (12) 1,481,882.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 10,000.00
14. Net Value of Estate Subject to Tax (14) 1,471,882.00
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 (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •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 C18) 1,471,882.00 X 15 _ 220,782.00
19. Principal Tax Due (lg)= 220,782.00
Tex rRFnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-26-2008 (0010572 11,039.10 212,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 223,039.10
BALANCE OF TAX DUE 2,257.1OCR
INTEREST AND PEN. .00
TOTAL DUE 2,257.1OCR
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)