HomeMy WebLinkAbout08-06-10BUREAU OF IND YIDUAL TAXES
INHERITANCE TAX IVISION
PO bOX 200601
HARRISOURC PA 17 20-0601
ROBE T 6 FREY
FRE ~ FREY
5 S HANOVER ST
CAR ISLE
NOTICE OF INHERITANCE TAX pennSylvania ~
APPR~rIfrErME,#~T, ;.gLLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF__D~~(~6~IO~~i,.~F~' ASSESSMENT OF TAX REY-1547 EX AFP C12-09)
Jf,~ ~ vi' .~t'Y
~~~~ A~G "6 AM IOC ~!J ESTATE OF CLINE-2010 VAUNLEE E
DATE OF DEATH 11-30-2008
~R~ ~' FILE NUMBER 21 08-1225
~~`~ ~C}URT COUNTY CUMBERLAND
~FR( t~~~ Cp„ P~ ACN APPEAL DATE : 08 - 07 - 010
(Sec reverse srde under Obj ns)
PA 17013 Awount Rswitted
MAKE CHECK PAYABLE-AND REMI AYMENT T0:
REGISTER OF WILLS '
1 COURTHOUSE SQUARE
CARLISLE PA 17013 ',
CUT ALONG NIS LINE _ ~ RETA_IN LOWER PORTION_FOR_YOUR_RECORDS_ ~ ___ _______________
REV-1547 ~ AFP C12-093 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE O~t
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '
ESTATE OFs CLINE VAUNLEE EFILE N0.:21 08-1225 ACN: 101 IATE: 06-08-2010
TAX RETURN WAS• CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
(1) 724,064.00 N TEs To ensure proper
1. Rea Estate (Schedule A) 836.00
226 a edit to your account,
2. Sto ks and Bonds (Schedule B) C2) ,
00 s bait the upper portion
3. Clo ely Held Stock/Partnership Interest (Schedule C) C3) . o this form with Your
4. Mor gages/Notes Receivable CSehadula D) C4) .00 t x paypent.
5. Cas /Bank Deposits/Misc. Personal Property CSehadula E) C5) 394,189.00
6. Joi tly Owned Property CSehadula F) (6) 25, 000.00 '
7. Tra stars CSchadul• 6) (7) .00 '
8. Tot 1 Assets c8) I 1.370,089.00
APPROVED EDUCTIONS AND EXEMPTIONS: ',
9. Fun ral Expenses/Adm. Costs/Misc. Expanses CSchadul• H) C9) 31.990.00
10. Dab s/Mortgage Liabilities/Lions CSchadul• I) C10) 2.480.00 ~
cll) ~ 34,470.00
11. Tot 1 Deductions
C12)
I
1,335,'619.00
12. Nat Value of Tax Return C13)
13. Cha stable/6overn~ental Bequests= Non-elected 9113 Trusts CSchadul• J) 00
33 619
14. Net Value of Estate Subject to Tax C14) .
NOTE: I an assesswent was issued prsviouslY, sines 14, 15 and/or 16, 17 , 1 and 19 will
r fiect fiaurss that include the total of ALL returns assessed to M ats.
ASSESS MEN OF TAX: •00 X 00 .00
15. Aw unt of Line 14 at Spousal rata C15)
1
619
00 x 045
335
60 103.00
16. Aw unt of Line 14 taxable at Lineal/Class A rata C16) _
.
..
C17)
t
i .DO X 12 .00
17. A~ a
ng ra
unt of Lina 14 at Sibl
18 Aw unt of Lina 14 taxable at Collateral/Class B rate C18) .00 X 15 .00
. C19 ) 60 103.00
19. Pr Weigel Tax Due
T AX CR EDI S:
~
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID ~
DATE I I NUMBER I INTEREST/PEN PAID C-)
_n~_~nh9 CD011437 .00
, Y Y Y
INTEREST IS CHARGED THROUGH 06-23-2010 TOTAL TAX PAYMENT 58,000.00
AT THE R TES APPLICABLE AS OUTLINED ON THE BALANCE DF TAX DUE 2,103.00
REVERSE IDE OF THIS FORM INTEREST AND PEN. 75.69
TOTAL DUE 2,178.69
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE
FOR CAL ULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FO~t INSTRUCTIONS.