HomeMy WebLinkAbout11-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDT'IGE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -+ OF' DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - ~-~ _ -
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~:~'~'~~('~'~~'S ~~~~: !'~ DATE 11-16-2009
ESTATE OF DEFRANK FRANCES J
-~ ,r DATE OF DEATH 03-01-2008
~i_
L'i ~ ~,~,, ~~,- FILE NUMBER 21 08-0332
~i --_ ~~,; COUNTY CUMBERLAND
MARGARET A KIEFF v '~'• ACN 101
995 GRANDON WAY APPEAL DATE: 01-15-2010
MECHANICSBURG PA 17050 (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 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 DEFRANK FRANCES J FILE N0. 21 08-0332 ACN 101 DATE 11-16-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 172,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) •~~ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,850.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 241,311.00
8. Total Assets (g) 423, 161.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
30,039.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 30,09 00
12. Net Value of Tax Return C12) 393, 122.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 393, 122.00
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 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) 393, 122.00 X 045 = 17, 690.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •~~ )( 15 _ .00
19. Principal Tax Due (19)= 17,690.00
r,~rn¢ryi IC tl.tlYl ll1S000NT C+) -
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-15-2008 CD009741 789.47 15,000.00
05-29-2009 CD011304 39.47- 1,940.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-30-2009
TOTAL TAX CREDIT 17,690.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.27
TOTAL DUE 10.27
IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. 1
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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