HomeMy WebLinkAbout02-28-11~, ~r NOTICE OF INHERITANCE TAX pennsylvan~a ~'' ~
BUREAU OF IND ~KIIxU~t T9XES ~'..'~- ~~APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX ~IVTS~'A,N ~ ~ ~ ' c` OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-lo)
PO BOX 280601 r;--+ ~~ _.._.i
HARRISBURG PA 17129=06B1~
..., ~ , ~
... ~ a i_. ~~' .
,-~,-
~.~_F~-'t~` ~ ~._~~''' JII
rD~ >~ err, i~~U~T
LISA (~; ~ ~F,S~.Nr! ~`~-' , +t"~r~~
11 SHERATON DR
CARLISLE PA 17013
DATE 02-21-2011
ESTATE OF FRITZ MARTHA A
DATE OF DEATH 09-05-2009
FILE NUMBER 21 09-0871
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-22-2011
(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 E-- _ ______
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRITZ MARTHA AFILE N0.:21 09-0871 ACN: 101 DATE: 02-21-2[lll
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)
~1) 152, 000.00 NOTE: To ensure proper
C2) .0 0 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
(4) .00 ta:x payment.
c5) 34,843.00
c6) .00
~7) 136, 029.00
cs) 322.872.00
C9) 39 , 9 6 . 00
clo) 75,858.00
11. Total Deductions C11) 115,814.00
12. Net Value of Tax Return C12) 207, 058.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 207, 058.00
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 99 . ~i~i8 _ 00 X 045 = 8, 980.00
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 7,500.00 X 15 = 1,125.00
19. Principal Tax Due (19)= 10, 105.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-03-2010 CD013297 100.04- 27,500.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 27,399.96
BALANCE OF TAX DUE 17,294.96CR
INTEREST AND PEN. .00
TOTAL DUE 17,294.96CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
,~I~1