HomeMy WebLinkAbout11-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTT~E OF INHERITANCE TAX
APPRATSEMENT, ALLOWANCE OR DISALLOWANCE
.,, _'._OF,,,~EDUCTLONS AND ASSESSMENT OF TAX
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CHRISTOPHER E RICE "~ ~' ~`a•
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 11-16-2009
ESTATE OF FRIEDBERG ANNETTE
DATE OF DEATH 10-24-2008
FILE NUMBER 21 08-1089
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(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- ~ -------------------
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRIEDBERG ANNETTE FILE N0. 21 08-1089 ACN 101 DATE 11-16-2009
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)
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
(1) .00
cz) .00
c3) .00
(4) .00
C5) 128,852.56
(6) .00
(7) 30,058.02
(B)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
158,910.58
APPROVED DEDUCTIONS AND EXEMPTIONS: 22,981.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 963 .23
11. Total Deductions (11) 23.944.83
134,965.75
12. Net Value of Tax Return (12) $4,135.7 5
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
. 50,830.00
14. Net Value of Estate Subject to Tax C14)
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:
00
00
.00
15 Amount of Line 14 at Spousal rate C15) . =
X
.
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 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 C18) 50,830.00 X 15 = 7,624.50
. (19)= 7,624.50
19. Principal Tax Due
TAX CREDITS•
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-20-2009 CD010782 381.22 7,243.27
11-09-2009 SBADJUST .00 .O1
TOTAL TAX CREDIT 7,624.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
~ REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)