HomeMy WebLinkAbout11-30-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
DAVID H STONE ESQ
414 BRIDGE ST
NEW CUMBERLAND
NOTICE OF INHERITANCE TAX ~ pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
REV-1547 EX AFP CD9-12)
RECORDED OFFICE p~'
REGISTER pf `';..LS
2~I2 NOU ;30 A(~ i
CLERK Ofi
PA 17Q'~-I'~~~fJ• cot1RT
~ERLAIVD CO., Pk
DATE 11-26-2012
ESTATE OF FRITZ RDY W
DATE OF DEATH 07-18-2010
FILE NUMBER 21 10-1043
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2013
(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: FRITZ ROY WFILE N0.:21 10-1043 ACN: 101 DATE: 11-26-2012
TAX RETURN WAS: CX) 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) 32,741.0 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)
C4)
.0 0 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
.0 0 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (~) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: cs) 32.741.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 3.130 .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- 0
11. Total Deductions
C11) 3, 130.00
12. Net Value of Tax Return 29
611
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) ,
.
0 0
14.
Net Value of Estate Subject to Tax (13) .
C14) __ 171,851.18
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 (15) .0 0 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate (16) ~~ X 04 5 =
17
Am
t
f .0 0
.
oun
o
Line 14 at sibling .rate (17) 171 .8~,1 18 12 =
18
Amou
t
f L X 20,622.14
.
n
o
ine 14 taxable at collateral rate C18) 00 X 15 =
19. Principal Tax Due . .0 0
TAX CREDITS: (19)= 20,622.14
rnTntni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-15-2010
04-15-2011 CD013501
CD014324 815.79 15,500.00
08-08-2012
CD016360 .00
00 753.D3
. 3,553.32
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-09-2012 TOTAL TAX PAYMENT 20,622.14
BALANCE OF TAX DUE .00
INTEREST AND PEN. 139.28
TOTAL DUE 139.28
~ 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 FOR INSTRUCTIONS.