HomeMy WebLinkAbout09-03-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION O;F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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10 EAST NIGH STREET
CARLISLE PA 17013
(1) 34, 000.00
(2) .00
(3) .00
(4) .00
(5) 11,870.18
(6) .00
(7? 69,839.11
CUT ALONG THIS-LINE ---_ --! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRICK GLAE RFILE N0.:21 09-1027 ACN: 101 DATE: OS-30-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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DEPARTMENT OF REVENUE
REY-1547 ESC AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) _ 115, 709.29
C9) 15.242.94
(lo) 996.85
11. Total Deductions (11) _ 16,239.79
12. Net Value of Tax Return C12) _ 99,469.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ 1,5 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 97,969.50
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 C16) 97.969.0 x 045 '= 4,408.63
17. Amount of Line 14 at Sibling rate C17) _ _ 00 X 12 ~_ . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 •= .0 0
19. Principal Tax Due (19)'= 4,408.63
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-13-2010 CD012231 184.21 3,500.00
06-22-2010 CD012968 .00 724.42
TOTAL TAX PAYMENT 4,408.63
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM 1=0R INSTRUCTIONS.
DATE 08-30-2010
ESTATE OF FRICK GLAE R
DATE OF DEATH 10-16-2009
FILE NUMBER 21 09-1027
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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