HomeMy WebLinkAbout05-22-12~~~~0~~'L`.% NbT~f'~~E(lOF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES RA!`~`aEME,IV~h~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~DF`bEbU~Y'I`D'~i$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 n, ,n /
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ANDREW C SHEELY ESQ
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055-0095
Pennsylvania :::=~.vT-
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 05-14-2012
ESTATE OF FRY JAMES M
DATE OF DEATH 02-12-2011
FILE NUMBER 21 11-0234
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2012
(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 C12-11) NOTICE OF INHERITANCE TAX APPRAISEM _
ENT, ALLOWANCE
______
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRY JAMES MFILE N0.:21 11-0234 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VA
LUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 185, 000
00
2. Stocks and Bonds (Schedule B)
(2) .
1,517.9 2 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
C5) .
111,153.98 tax payment.
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 104,771.76
8. Total Assets
APPROVED DEDUCTIONS AND CB) 402.443.66
EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)-- 13.24 ~n
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 65.546.69
11. Total Deductions
12. Net Value of Tax Return C11) 78,791.99
13. Charitabl
/G C12) 323,651.67
e
overnmental Bequests; Non-elected 9113 Trusts (Schedule J)
14
N C13) .00
.
et Value of Estate Subject to Tax
(14) 323,651.67
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect figures that include the total of ALL ,
,
returns assessed to d and 19 will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16. Amount of Line 14 t
bl .
X .00
axa
e at Lineal/Class A rate (16) 323
6~
1
17. Amount of Line 14 at Sibling rate .
i
67 x 045 =
14,564.33
C17) ~ X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00
15 =
19. Principal Tax Due .
X .00
TAX CREDITS:
n9)=
14,564.33
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-06-2011 CD014427 728
22
. 14,000.00
TOTAL TAX PAYMENT 14,728.22
BALANCE OF TAX DUE 163.89CR
INTEREST AND PEN. .00
TOTAL DUE 163.89CR
* 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 SIDE OF THIS FORM FOR INSTRUCTIONS.