HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
„rARRRA,~BEM N`~`i ALLOWANCE OR DISALLOWANCE
INHERITANCE TAXDDIVI9IONL TAXES ~ I ~^F .~E~UC'j'~iONS AND ASSESSMENT OF TAX
PO BOX 280601 Vii- ' ~',~:-~ ~ ,~,~ .
HARRISBURG PA 17128-0601
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MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-22-2010
ESTATE OF KRIEGER JOHN H
DATE OF DEATH 01-07-2009
FILE NUMBER 21 09-0045
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount RelBitted
MAKE CHECK PAYABLE AND REM~iT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR
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-- YOUR
----- RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: KRIEGER JOHN HFILE N0.:21 09-0045 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 18 7,74 7.18 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with Your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 54,275.98
8. Total Assets (8) 242.023.16
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 26.57;.82
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14.31
11. Total Deductions C11) 26,588.13
12. Net Value of Tax Return (12) 215,435.03
13. CharitablelGoVernmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax C14) 215,435.03
NOTE: If an assesseent 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:
(l5) 95,579.53 X
(16) 1 9.Sr+~. 0 X
C17) .00 X
C18) .00 X
00 = .00
045 = 5,393.50
12 = .00
15 = .00
c19)= 5,393.50
PAYMENT RECEIPT vlscounr c+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-06-2009 (0011081 236.84 4,500.00
08-31-2009 (0011689 .00 656.66
TOTAL TAX PAYMENT 5,393.50
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. ~.~~