HomeMy WebLinkAbout02-28-11'~~.~ ~`~~ N,9. ~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~ "APPfp-AISEi+I~~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r'_~_~ ~~: :QF'.IaEh~i~~'~IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ANDREW C SHEELY ESQ
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-15G7 EX AFP (12-10)
DATE 02-21-2011
ESTATE OF FITZGERALD ESTHER M
DATE OF DEATH 04-19-2009
FILE NUMBER 21 09-0552
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 SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E--
REV-15 _
47 EX AFP C12-10~ NOTICE OF INHERITANCE TAX _
APPRAISEMENT, ALL
OWANCE _ ___
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FITZGERALD ESTHER MFILE N0.:21 09-0552 ACN: 101 DATE: 02-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 0 0
2.
Stocks and Bonds (Schedule B)
(2) .
,0 0 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. .
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 98.0 0 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 898.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)-- 21 1.9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions
12.
Net Value of Tax Return (11) 211.90
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12)
(13) 686.10
.0 0
14. Net Value of Estate Subject to Tax (14) 66,364.10
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
ASSESSM ALL returns assessed to date.
ENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
06-12-2009 CD011354 147.79
11-26-2010 CD013709 1.05-
c15) .00 X 00 = .00
(16) 66 . X64. 1 0 x 045 = 2, 986.38
(17) on x 12 = .00
(18) .00 X 15 = .00
(19)= 2, 986.38
AMOUNT PAID
2,808.00
31.95
TOTAL TAX PAYMENT 2,986.69
BALANCE OF TAX DUE .31CR
INTEREST AND PEN. .00
TOTAL DUE .31CR
* 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.