HomeMy WebLinkAbout09-28-09BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`~ ~~~ `- „i; ~ !'• NOTICE OF INHERITANCE TAX
TAXES' '- APPRA~ESEMENT, ALLOWANCE OR DISALLOWANCE
,• ;"~ ~,~ ~, dF._DEDUCTIONS AND ASSESSMENT OF TAX
Z~Q9 SEP 28 ~`~1 ~~ 55
LARRY E FRITZ
1305 LAMBS GAP
MECHANICSBURG
RD
PA 17050-1926
REV-1547 EX AFP CO1-09)
DATE 09-21-2009
ESTATE OF FRITZ SARA M
DATE OF DEATH 12-15-2008
FILE NUMBER 21 09-0029
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-20-2009
(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 •- _ ________
-------------------- -------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRITZ SARA M FILE N0. 21 09-0029 ACN 101 ner~ 09-71-~nno
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RGJGRrAIlUnI wn~tecnln~ ruiuKE 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) .00 NOTE: To insure proper
(2) 61 978.41 credit to your account,
C3) .00 submit the upper portion
of this form with your
c4) .00 tax payment.
c5) 1 .003.04
c6) 1 , 664.04
cn .00
ce) 64, 645.49
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 11,764.52
L0. Debts/Mortgage Liabilities/Liens (Schedule I) [10)- 278.14
11. Total Deductions
C11) 17.04 -66
12. Net Value of Tax Return (12) 52,602.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 52,602.83
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 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 51,770.81 X 045 = 2,329.69
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) 832.02 X 15 _ 124.80
19. Principal Tax Due (19)= 2,454
49
Tex ro~nrrc. .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-13-2009 CD010993 121.05 2
300
00
04-21-2009 CD011138 00 ,
.
. 33.44
TOTAL TAX CREDIT 2,454.49
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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)