HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- -- NOTICE OF INHERITANCE TAX ~
BUREAU Of= INDIVIDUAL TAXES `~,'r, APPRAIS~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _" OF~D6DUGTIONS AND ASSESSMENT OF TAX
PD BOX 280601 ,~' i W , , ~ _~. .•
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP [01-09)
~~~g ~~~ fi $ ~)~ ~~, ~ ~ DATE 09-15-2009
ESTATE OF FITZGERALD MERTON B
_ DATE OF DEATH 01-28-2009
~~-~~, i~;r FILE NUMBER 21 09-0316
~'~'_~ ~~ v ~ `--~~ '_' ' COUNTY CUMBERLAND
STEPHEN L BLOOM V~. ~, Ph, ACN 101
IRWIN K MCKNIGHT APPEAL DATE: 11-14-2009
6 0 W P O M F R E T S T (See reverse side under Ohjections )
CARLISLE PA 17013 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FITZGERALD MERTON B FILE N0. 21 09-0316 ACN 101 DATE 09-15-2009
TAX RETURN WAS: (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) C1) 750.00 NOTE• To insure ro
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
• p per
C2) .00 credit to your account,
submit the upper portion
C3) .00 of this form with your
c4) 12, 126.42 tax payment.
c5) 2,256.03
c6) .00
cn .00
c8) 15, 132.45
6,349.23
C9)
clo) 862.96
C11) 7.?17.19
[12) 7,920.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax [14) 7,920.26
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) 7,920.26 X 045 = 356.41
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) •00 X 15 _ .00
19. Principal Tax Due [19)= 356.41
TAY rRG'T1TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-03-2009 CD011071 17.82 338.59
TOTAL TAX CREDIT 356.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE ,Op
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE