HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
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HARRIStUR6 PA 17128-0601
DAVID W REAGER
2331 MARKET STREET
CAMP HILL PA
NOTICE OF INHERITANCE TAX
,.,~,r~ i ~ LOWANCE OR DISALLOWANCE
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 06-21-2010
ESTATE OF FREUNDEL WILLIAM J
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1156
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse s#de under Objectfons)
Anount Rsuitted ~-
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
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: FREUNDEL WILLIAM JFILE N0.s21 09-1156 ACN: 101 DATE: 06-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your acieount,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 5ubsit the upper portion
of this form with your
4. Mprtgagos/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchadula E) C5) 29, 735.88
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) 61,557.74
8. Total assets C8) 91 , 293.614
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ads. Costa/Misc. Expanses (Schedule H) Cg) 4.8 6 7.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,185.8 4
11. Total Deductions Cil) 7,052.8
12. Nat Value of Tax Return C12) 84,240.
13. Charitable/Governsental Bequests; Non-elected 9113 Trusts CSchadula J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 84,240.75
NOTE: If an assess~snt was issued previously,
r®fl.ct fi8ures that include th.e total
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate
16. Anount of Line 14 taxable at Lineal/Class A rate
17. Anount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of A_ returns assessed to date.
18. Anount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) • 00 X
C16) 84 .24~ _ 7B X
C17) - ~~ X
Cis) • 00 x
00 _, .Op
045 = 3, 79_ O . B
12 = .00
15 .OQ
c19)= 3, 790.84
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-19-2010 CD012245 173.68 3,300.00
03-16-2010 CD012481 .00 317.16
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 3,790.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS<~