HomeMy WebLinkAbout05-21-10.I~I,aT, &E OF INHERITANCE TAX
,,~,. , APPRAI$E.I~E~ , ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -• ~
INHERITANCE TAX DIVISION ~ ~~ ;DE~1U,~TI01NS AND ASSESSMENT OF TAX
PO BOX 280601 -- ' `-y ' `- ' ``
HARRISBURG PA 17128-0601
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GARY L JAMES ESQCL~ - -~
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN PA 17036
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-17-2010
ESTATE OF YOUNGSMAN FREDERIKA J
DATE OF DEATH 12-04-2008
FILE NUMBER 21 09-0061
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(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-- - ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOUNGSMAN FREDERIKA JFILE N0.:21 09-0061 ACN: 101 _______________
OR
DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 O submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,64 4.58
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 258,465.41
8. Total Assets c8) 268 , 109 .99
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.3 7 8.2 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions C11) 8, 378.22
12. Net Value of Tax Return C12) 259, 731.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 259,731.77
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) 259,731.77 X 00 - .00
16. Amount of Line 14 taxable at lineal/Class A rate C16) .~ 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)'= .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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. ~~~(~