HomeMy WebLinkAbout03-05-10NOTICE OF INHERITANCE TAX pennsyLvania ~
APPRA[I"5'19fF~? I~~ICE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES rrYY , f~, ~4
INHERITANCE TAX DIVISION DF D~ I+L'~'~dN$<,; ASSESSMENT DF TAX REV-1547 EX AFP Q2-09)
PO BOX 280601 1.u,~.,:~,~ `~,,i ;!~'; ,
HARRISBURG PA 17128-0601
~~~~ ~~R _~ ~~ i~. Q6 DATE 02-23-2010
ESTATE OF REIDLINGER FREDERICK W
DATE OF DEATH 10-09-2008
C~~R~ (~ FILE NUMBER 21 08-1079
ORP~''iA~~~S vO~,~Pi COUNTY CUMBERLAND
THOMAS E FLOWER CU~~E~~:~L"~~~~ ;;C~ , {~/~, ACN 101
SAIDIS ETAL APPEAL DATE: 04-24-2010
210 9 MARKET S T (See reverse side under Objections )
CAMP HILL PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP t12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REIDLINGER FREDERICK WFILE N0.:21 08-1079 ACN: 101 DATE: 02-23-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. OL
1. Real Estate (Schedule A) ~1) 135, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .QQ credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 91,612.47
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 172,260.56
e. Total Assets c8) 398 , 873.03
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 34.694.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 186.4 9
11. Total Deductions (11) 34,881.13
12. Net Value of Tax Return (12) 363,991.90
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 363,991.90
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 363. 991.90 x 045 = 16,379.63
17. Amount of Line 14 at Sibling rate C17) .00 X 12 ° .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .OD X 15 = .00
19. Principal Tax Due c19)= 16,379.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-29-2008 (0010708 526.32 10,000.00
12-31-2008 (0010727 292.66 7,000.00
TOTAL TAX PAYMENT 17,818.98
BALANCE OF TAX DUE 1,439.35CR
INTEREST AND PEN. .00
TOTAL DUE 1,439.35CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. nj~