HomeMy WebLinkAbout01-25-10NOTICE OF INHERITANCE TAX pennsylvania ~
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BUREAU OF INDIVIDUAL TAXES ~~--- _ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~,~ ~~ DEDI~CTIQNS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~;,;_;
HARRISBURG PA 17128-0601
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RICHARD E CONNELL ~~~+' .._. (.~'; ~A,
BALL ETAL
2303 MARKET ST
CAMP HILL PA 17011
DATE 01-04-2010
ESTATE OF FRITZ RICHARD M
DATE OF DEATH 10-20-2008
FILE NUMBER 21 08-1084
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-05-2010
(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 -_ ~-~- -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRITZ RICHARD MFILE N0.:21 08-1084 ACN: 101 __________ ____
OR -
DATE: 01-04-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 69,429. U8
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 1, 037, 655.50
8. Total Assets C8) 1,107 , 884.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cy) 17.5 61,4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3 71.0 9
11 . Total Deductions C11) 17, 932.55
12. Net Value of Tax Return C12) 1 , 089, 152.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 1, 089, 152.03
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 . 089 . 1 ~?. 0; x 045 = 49, 011 .84
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 49, 011 .84
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-16-2009 CD010776 2,450.59 50,000.00
TOTAL TAX PAYMENT 52,450.59
BALANCE OF TAX DUE 3,438.75CR
INTEREST AND PEN. .00
TOTAL DUE 3,438.75CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.