HomeMy WebLinkAbout06-12-12}~ ~l~F~1'IHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP~~Ire.~`'~ ~'J ,,~.:'~ }}~K11~~L11~~"-WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION d G~ ~sa'~~ND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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RL,AND CO., PA
R MARK THOMAS ESQUIRE
101 S MARKET ST
MECHANICSBURG PA 17055-6328
Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 06-05-2012
ESTATE OF FREYSINGER SYLVAN K
DATE OF DEATH 01-30-2011
FILE NUMBER 21 11-0173
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FREYSINGER SYLVAN KFILE N0.:21 11-n)7; ACN: )n) neTr=~ nc-n~-~n,~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,169.16 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 27 3,28 3.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 278.452.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 14,04 0.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 32 3.91
11. Total Deductions C11) 14,364.77
12. Net Value of Tax Return (12) 264,088.19
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 264,088.19
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
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 C16) 264.088 _ 1 9 X 045 = 11 , 883.97
17. Amount of Line 14 at Sibling rate (17) _ _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 11,883.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
12-30-2011 CD015399 52.62- 11,93b.59
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-31-2011 TOTAL TAX PAYMENT 11,883.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. b,g2
TOTAL DUE 6.82
* 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.