HomeMy WebLinkAbout07-05-11~~ ~~•, ~, ~ ~ INHERITANCE TAX
S ~~~.~,~-, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXE ~~
INHERITANCE TAX DIVISION ~r .L~.F ~.~~~~U~p!~ iV~s AND ASSESSMENT CIF TA)C
PO BOX 280601
HARRISBURG PA 17128-0601
~LC~~ ~~
4~PNAN'S ~;~J~T
C11~?~~~~ ~~~~D C~.. ~A
DAVID H STONE ESQ
414 BRIDGE ST
NEW CUMBERLAND PA 17070
tl) 16!5, 000.00
t2) . 00
t3) .00
t4) .00
t5) 2,822.85
t6) .00
t7) .00
CUT ALONG T_H IS L INE _ ~ R_ ETA_ IN LOWER POR_TION_ FOR YOUR RECC_IRDS ~--- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTf OF TAX
ESTATE OF: FRITZ ROY WFILE N0.:21 10-1043 ACN: 101 DATE: 06-20-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHAIJGED
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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pennsylvan~a ~ ~ 7`
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-10) 7`
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 167 , 822.85
t9) 25.098.74
tlo) 483.93
C11) 25,582.67
11. Total Deductions C12) 142,240.18
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 t Value of Estate Subject to Tax
N (14) 142, 240.18
. e
NOTE: If an assessment was issued previously, lines 14, 15 andl/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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 1 42.240. l,~ X 12 = 17, 068.82
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 17, 068.82
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-15-2010 CD013501 815.79 1!5,500.00
04-15-2011 CD014324 .00 753.03
DATE 0~5-20-2011
ESTATE OF FRITZ ROY W
DATE OF DEATH 0'7-18-2010
FILE NUMBER 21 10-1043
COUNTY CUMBERLAND
ACN 1D1
APPEAL Dt\TE: 08-19-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE P.A 17013
TOTAL TAX PAYMENT 17,068.82
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SID1= OF THIS FORM FOR INSTRUCTIONS.