HomeMy WebLinkAbout04-27-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES 'APFRAT!SEMff4'I'~-, ~'~-LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ,f-; 13F DEDUCThQNS AND ASSESSMENT OF TAX
PO BOX 280601 -- -- ~... ,.; REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
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MELISSA P TANGUAY ~'S'C~`'' "~~-~ PA
ABORN & KUTULAKIS LLP
2 WEST HIGH STREET
CARLISLE PA 17013
DATE 04-11-2011
ESTATE OF FREY ROBERT N
DATE OF DEATH 02-02-2010
FILE NUMBER 21 10-0128
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-10-2011
(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 ----•~ RETAIN LOWER PORTION FOR
-------------------- ---------------- YOUR RECORDS ~•
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
__
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: FREY ROBERT NFILE N0.:21 10-0128 ACN: 101 DATE: 04-11-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2.
Stocks and Bonds (Schedule B)
C2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 48,621.8 5
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 51,667.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
cs) 100,288.85
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 23 .670.87
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 810.81
11. Total Deductions C11) 24,481.68
12. Net Value of Tax Return C12) 75,807.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 75,807.17
NOTE: If an assessment was issued previously,
reflec t figures that include the total
ASSESSMENT 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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
cls) 74, 907.17 X
C16) 900 00 X
C17) .00 X
C18) .00 X
00 = .00
045 = 40.50
12 = .00
15 = .00
C19)= 40.50
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
~" " ""' Kt~tiri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
02-01-2011 CD013972 .00 40.50
04-04-2011 SBADJUST .00 37
TOTAL TAX PAYMENT 40.50
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" CCR), YOU MAY BE DU E,`~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. '~