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NOTICE OF INHERITANCE TAX pennsylvan~a ~.= ~ ~~
BUREAU OF INDIVIDUAL TAXES A~P#"R`A~~~S~M'E1;1'T,~-LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION j- __ 0~~-~~EDI~C'~I `` $ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) r
PO BOX 280601 .- ., ' ' ~- :-. - .
HARRISBURG PA 17128-0601 ~ -" " ~~
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ROBERT G FREY ~~~#4,~ ~'~ .`: ~ ~` ~,y
5 SOUTH HANOVER STREET
CARLISLE PA 17013
DATE 08-23-2010
ESTATE OF ILGENFRITZ MARY ROMA
DATE OF DEATH 03-29-2010
FILE NUMBER 21 10-0361
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(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: ILGENFRITZ MARY ROMA FILE N0.:21 10-03b1 ACN: 101 _ _______________
OR
DATE: 08-23-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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) 2,918.0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) 20,598.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 77, 920.00
8. Total Assets (8) 101 , 436.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13.91 4.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 13,914.00
12. Net Value of Tax Return (12) 87,522.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 87, 022.00
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 8? . 0?? _ 00 X 12 = 9, 842.64
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 5, 000.00 X 15 = 750.00
19. Principal Tax Due (19)= 10,592.b4
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-17-2010 CD012932 526.32 10,000.00
rAYMtNi MUST BE MADE BY 12-29-2010*.
TOTAL TAX PAYMENT 10,526.32
BALANCE OF TAX DUE 66.32
INTEREST AND PEN. .00
TOTAL DUE 66.32
* 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.
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REV-1470 EX (Ot-10)
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~` enns lvania
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DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Mary Romaine Ilgenfritz 2110-0361
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
J I-3 Changed tax rate from 12 percent to 15 percent since nieces and nephews are collateral I
beneficiaries.
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