HomeMy WebLinkAbout01-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
5 S HANOVE:R ST
CARLISLE
NOTICE OF INHERITANCE TAX
~;::aPPRAISEM~NT~,~'~LLOWANCE OR DISALLOWANCE
OF DEDUGTLU~IS AND ASSESSMENT OF TAX
~~
CUT ALONG THIS LINE _ -~ --RETAIN-LOWER-PORTION_ FOR YOUR RECORDS ~'- _ _____ _______ _
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OIR .
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEAR FRANK AFILE N0.:21 09-0941 ACN: 101 DATE: 01-10-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED a
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rea:L 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 (Seh<:dule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
penr~sylvania ~
DEPARTMENT OF I~EVENUE
REV-1547 Ek: AFP (12-10)
NOTE: To ensure proper
credit: to your account,
submit: the upper portion
of this farm with your
tax payment.
(8) _~ 160x894.00
(q) 38 , 915.00
(lo) 17.00
( 11 ) 38 , 932.00
1 L . Total Deduct ions _~
( 12) 121 , 962.00
12. Net Value of Tax Return -M
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _N 2,0 0 0.0 0
ct to Tax
bj
t
t
S
f E (14) 119,962.00
14. u
e
s
e
a
Net Value o _M
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 LineallClass A rate ( 16) 1 1 9 , 962.00 x 045 ~ 5 , 398.29
17. Amount of Line 14 at Sibling rate t17) .00 X 12 M .OID
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 M VOID
19. Principal Tax Due (19) p 5,398.2'
TAY f'RFTITTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-17-2009 ~CD012116 269.91 8,400.00
(1? 153,500.00
c2) .00
(3) .00
(4) .00
(5) 7,394.00
(6) .00
(7) .00
~. DATE 01-10-2011
ESTATE OF BEAR FRANK A
DATE OF DEATH 09-23-2009
`-"~ - ' ~ - FILE NUMBER 21 09-0941
~~'~~~ - COUNTY CUMBERLAND
t~,!_; _ ;~'~ ACN 101
APPEAL DATE: 03-11-2011
P A 17 013 (See rei~erse side under Obj~ecrions )
Amount Remitted _^
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT __ 8,669.91
BALANCE OF TAX DUE 3,271.62CR
INTEREST AND PEN. .00
TOTAL DUE 3,271.62CR
* IF PAID Af=TER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (:(:R), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F"OR IPJSTRLICTIONS..