HomeMy WebLinkAbout12-04-09~;~-r•,.., r,, '~ CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ "`~~~ ~t~4LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDN ^;~~jt~~~~D} ~ I,pNS AND ASSESSMENT OF TAX
PD BOX 28D601
HARRISBURG PA 17128-0601
204 DEC -4 PM I = 4~
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PO BOX 95
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C10-09)
DATE 11-30-2009
ESTATE OF FITZGERALD ESTHER M
DATE OF DEATH 04-14-2009
FILE NUMBER 21 09-0552
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-29-2010
(See reverse side under Objections)
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
CUT-ALONG THIS LINE -~ RETAIN LOWER-PORTION_FOR YOUR RECORDS ~
REV-1547 EX AFP (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FITZGERALD ESTHER MFILE N0.:21 09-0552 ACN: 101 DATE: 11-30-2009
TAX RETURN NAS: (X) ACCEPTED AS FILED [ )CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. StoNcs and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subwit the upper portion
of this fora with your
4. Flortgages/Notes Receivable (Schedule D) (4) .00 tax payasnt.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,820.16
6. Jointly Owned Property (Schedule F) (6) 3.055.7 7
7. Transfers (Schedule 6) (7) 66 ,136 .2 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
($) 71, 012.13
(q) 5,155.73
(lo) 178.40
11. Totes Deductions f11) 5,334.13
12. Net Valw of Tax Return (12) 65,678.00
13. Charitable/6overnaental Bequests; Non-elected 9113 Trusts [Schedule J) (13) .00
14. Nat Value of Estate Subject to Tax (14) 65.678.00
NOTE: If an assessment was issued previously, lines 14, 15 andior 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 rata (15) .00 X 00 = .00
16. Amount of Lina 14 taxable at lineal/Class A rats (16) A~,A7A nn X D45 = 2.955.51
17. Amount of Lina 14 at Sibling rata (17) nn X 1 2 = .00
18. Aaount of Lina 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Dw (19)= 2,955.51
TAX CREDITS:
DATE I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
06-12-2009 CD011354 147.78 2,808.00
TOTAL TAX PAYMENT 2 955.78
BALANCE OF TAX DUE .27CR
INTEREST AND PEN. .00
TOTAL DUE .27CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE fl
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 'r7~`