HomeMy WebLinkAbout05-06-10 (2)NOTICE OF INHERITANCE TAX Pennsylvania ~~~4a,
APPRAISE_MENT ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r
INHERITANCE TAX DIVISION i~" ~r ;} OF D~p~`,~T~'DNS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 290601 `
HARRISBURG PA 17128-0601 t~` j ~_ " ~~- Jt y
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BOSWELL ETAL r
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PO BOX 741
HARRISBURG PA 17108-0741
DATE 04-19-2010
ESTATE OF FRANTZ PHYLLIS B
DATE OF DEATH 05-14-2008
FILE NUMBER 21 08-0674
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-18-2010
(See reverse side under Objections)
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 RECOF;DS ~
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REV-1547 EX AFP C12~4r NOTICE OF INHERITANCE TAX APPRAISEMENT, LLLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRANTZ PHYLLIS BFILE N0.:21 08-0674 ACN: 101 DATE: 04-19-~n)n
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To
2.
Stocks and Bonds (Schedule B)
(2)
,DO ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 81,380.72
B. Total Assets (8) 81.380.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 16,.163.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 16, 163.00
12. Net Value of Tax Return C12J 65,217.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1,008,857.86
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .008.8~7.$(Z X 045 = 45,398.61
17. Amount of Line 14 at Sibling rate (17) .~Q_ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 45,398.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-12-2008 (0010123 1,000.00 19,000
00
11-10-2008 (0010511 .00 .
22,~i63
81
10-08-2009 (0011845 .00 .
2,'.34.80
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-09-2009 TOTAL TAX PAYMENT 45,398.61
BALANCE OF 'TAX DUE .00
INTEREST AMD PEN. 94.89
TOTAL DUE 94.89
* 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. G~7~~~''