HomeMy WebLinkAbout10-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'r,r~i ~~1~;'~~r(p(jk~E~~•~0~+~~INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~,;~~,~~E~IEMI, ~-L,LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~". ~,~ "~ If~lOTij.n~l.~ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
C1) 50,000.00
c2) 54 , 372.83
c3) .00
c4) .00
c5) 190,088.34
c6) .00
~~) .00
~~Q ~~ ~~ ~' ~~: ~,~ DATE 10-20-2009
ESTATE OF FITZGERALD PATRICK J
~~ ~~?!~ ~--,~~ DATE OF DEATH 11-24-2008
t~ ~ ~;
fh~r, ~-~ ~ .~,.~ F I LE NUMBER 21 08 -1246
.r~ :e ~ ~. r ~~
-. ~A COUNTY CUMBERLAND
GERALD E FITZGERALD ~`~ o " ' ~''
ACN 101
202 N WALNUT ST APPEAL DATE: 12-19-2009
RIDGEWOOD NJ 07450-2629 (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 ~
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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 FITZGERALD PATRICK J FILE N0. 21 08-1246 ACN 101 DATE 10-20-2009
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)
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
REV-1547 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 294,461.17
APPROVED DEDUCTIONS AND EXEMPTIONS: 17,531.14
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 7 2 .94
11. Total Deductions C11) 18 . 104. DS
12. Net Value of Tax Return (12) 276,357.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 276,357.09
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) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate ~i7) 276,357.09 X 12 = 33,162.85
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19.
~r~v nn Principal Tax Due
rr~*rn c19)= 33,162.85
PAYM NT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-04-2009 CD011195 .00 33,162.85
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 33,162.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)