HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-"-'-' NDT~CE P~' INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAIS~M~NT', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 OF DELI CT' ON S- AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~`~~ ~~`~ ~ ~ ~~ ~!; ~~ DATE 11-09-2009
ESTATE OF FENTON GUY S
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STEPHEN D TILEY .
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• ACN 101
FREY AND TILEY APPEAL DATE: 01-08-2010
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WTLLS
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 FENTON GUY S FILE N0. 21 08-0237 ACN 101 DATE 11-09-2009
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
cl) 92, 085.60
c2) 14,860.15
c3) .00
c4) .00
c5)_ 19,848.47
c6) 42, 358.00
c7) 13,751.30
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
182,903.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
26,963 .70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.199 .90
11. Total Deductions C11) 37.163.60
12. Net Value of Tax Return C12) 150,739.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 150,739.92
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 C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 150,739.72 X 045 = 6,783.00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 6,783.00
YA YI'7tN1 KtCt1F'1 DLSCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-14-2008 CD009725 339.15 7,000.00
TOTAL TAX CREDIT 7,339.15
BALANCE OF TAX DUE 556.15CR
INTEREST AND PEN. .00
TOTAL DUE 556.15CR
IF P/\ID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR (:ALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU•
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