HomeMy WebLinkAbout11-13-09 (2) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE r
' NOTICE OF INHERITANCE TAX ~.
BUREAU OF INDIVIDUAL TAXES - - - APPFIAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE Tax OrvISION
PO BOX 280601 ~ ~ .,OF~DEDt1CTIONS AND ASSESSMENT OF TAX
- ' ''
HARRISBUF;G PA 17128-0601 REV-1547 EX AFP (01-09)
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DATE 11-09-2009
ESTATE OF LONG FRED R
~`! =~'' (~~ DATE OF DEATH 05-14-2008
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^;.C.~~';-is",'~ " - ('~.'`)~~',~~r FILE NUMBER 21 08-0585
~~ ' ''~ '~~ P~, COUNTY CUMBERLAND
~
W SCOTT STARUCH ~
ACN 101
LAWS ETAL APPEAL DATE: 01-08-2010
20 ERFORD RD (See reverse side under Objections)
LEMOYNE PA 17043 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 E--
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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 LONG FRED R FILE NO. 21 08-0585 ACN 101 DATE 11-09-20D9
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) .00
C2) 1,045,663.07
C3) .00
c4) .00
C5) 233.373.55
c6) .00
v) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
C8) 1,279,036.62
103,630.27
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,249 .36
11. Total Deductions C11) 11 0.879.63
12. Net Value of Tax Return C12) 1 , 168, 156.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 35 0,447.10
14. Net Value of Estate Subject to Tax C14) 817,709.89
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) • 00 X 045 _ . 00
17. Amount of Line 14 at sibling rate C17) 350, 447.10 X 12 _ 42, 053.65
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 467,262.79 X 15 _ 70,089.42
19. Principal Tax Due C19)= 112, 143.07
DATE NUMBER INTEREST/PEN PAID (-)
AMOUNT PAID
08-13-2008 CD010131 5,000.00 95,000.00
02-17-2009 CD010909 .00 11,000.00
05-15-2009 CD011263 16.44- 1,159.51
11-02-2009 SBADJUST .00 2.17
TOTAL TAX CREDIT 112,143.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE r