HomeMy WebLinkAbout05-28-10NOT~C,~.. OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES ~, ~-~~~-AIS~M~~l~LT"ti' ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - OF.;IIEDU~TfONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ..~~~~.~ ~~ ~-~ ~ '^~' ' " '~ "
HARRISBURG PA 17128-0601
~~~~ SAY ~g p~ 1 ~ ~ y DATE 05-24-2010
ESTATE OF FREUNDEL JEFFREY J
CiLE~~ ~~ DATE OF DEATH 02-19-2009
0~~~, ~ ~~~~T F I L E NUMBER 21 0 9- 019 8
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MICHAEL COUNTY CUMBERLAND
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CHEREWKA ACN 101
LAW OFCS OF APPEAL DATE: 07-23-2010
6 2 4 N F R O N T S T (See reverse side under Objections
WORMLEYSBURG PA 17043 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 C12-09~ NOTICE OF`INHERITAN ----------------------------
CE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDU CTIONS AND ASSESSMENT OF TAX
ESTATE OF: FREUNDEL JEFFREY JFILE N0.:21 09-0198 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 93, 600.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (S chedule E) (5) 7,4 8 4.5 7
6. Jointly Owned Property (Schedule F) (6) 2, 715.60
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 103,800.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (S chedule H) (y) 17,7 2 3.6 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 57,444.99
11. Total Deductions C11) 75, 168.62
12. Net Value of Tax Return C12) 28, 631 .55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 28,631.55
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 28.61 .55 X 12 = 3,435.79
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3,435.79
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-15-2010 CD012253 25.44- 3,462.36
TOTAL TAX PAYMENT 3,436.92
BALANCE OF TAX DUE 1.13CR
INTEREST AND PEN. .00
TOTAL DUE 1.13CR
* 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.
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