HomeMy WebLinkAbout03-05-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES AP .~~~ NZ,+,-, L ~+IANCE OR DISALLOWANCE
(~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ 0?~ ~E•~~~~ ~IVD ASSESSMENT OF TAX REY-1547 IX AFP C12-09)
PO BOX 280601 Ivry v~~ ~ f ,~; ~?i~o (~
HARRISBURG PA 17128-0601 ' '~+~ ~ i :Ji i~ ~. ;~
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ESTATE OF FRITZ JAMES N
DATE OF DEATH 12-07-2008
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;~ FILE NUMBER 21 09-0012
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ORPH.gN'~ ~~U;~T COUNTY CUMBERLAND
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DAVID H STONE ESQ l+L]~.A~~-_~`~.~.F,s~) r^~ ~A ACN 101
STONE ETAL APPEAL DATE: 04-3 0-2010
414 BRIDGE S T (See reverse side under Objections )
NEW CUMBERLAND PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER POR
---------------------------------------------- TION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE ----------------------
TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: FRITZ JAMES NFILE N0 .:21 09-0012 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 144,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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 (Sched ule E) (5) 14 7,261.1 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 60,365.28
B. Total Assets (8) 351 , 626.41
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (g) 4. S 9. 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8 0.00
11. Total Deductions C11) 24,669.29
12. Net Value of Tax Return C12) 326, 957.12
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 326,957.12
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID (-)
03-02-2009 (0010964 735.65
02-22-2010 REFUND .00
C15) .00 X
(16) 39 6.97.1? X
(17)_ .00 X
(18) .00 X
AMOUNT PAID
00 = .00
045 = 14,713.07
12 = .00
15 = .00
(19)= 14,713.07
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22.58-
TOTAL TAX PAYMENT 14,713.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.