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HomeMy WebLinkAbout11-27-13 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OFREVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 018456 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold "_'__'___ ___'____ 101 � 55,340.50 ESTATE INFORMATION: ssN: 23s-32-s326 I FILE NUMBER: 211 2-0938 I DECEDENT NAME: FIFE ROBERT I DATE OF PAYMENT: 1 1/27/201 3 I POSTMARK DATE: 1 1/27/201 3 I COUNTY: CUMBERLAND � DATE OF DEATH: 08/24/2012 I � TOTAL AMOUNT PAID: 55,340.50 REMARKS: CHECK# 12614 INITIALS: CJ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS NOTICE OF INHERITANCE TAX � pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX `` DEPARTMENTOFREVENUE INHERITANCE TAX DIVISION �-��� � REV-1547 IX AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-0601 ?��Q�;�i " �. �'�'� ��'' DATE 11-25-2013 �`��� s :� �t � ', ;� ESTATE OF FIFE ROBERT DATE OF DEATH 08-24-2012 ;,i� k��;� �7 {^ri '' ^^ FILE NUMBER 21 12-0938 i�!i i i..i tJ�: COUNTY CUMBERLAND FREY ROBERT G 5 S HANOVER ST ���r�t� ir:�' ACN 101 APPEAL DATE: 01-24-2014 CA R L I S L E P A Ql�j���{�'0�v�i�i (See reverse side under Objections) �r�M�E��.l��� �n., t'� Amount Remitted�- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS f- ------------------------------------------------------------------------------------------- REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: FIFE ROBERT FILE N0. :21 12-0938 ACN: 101 DATE: 11-25-2013 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) C1� 9 0�000.0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) �2� 1,443,797.50 credit to your account, .0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 3 3,8 72.90 6. Jointly Owned Property (Schedule F) C6� .00 7. Transfers (Schedule G) ��� .00 8. Total Assets (8) 1 .567,670.40 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) �g� 119.025.49 10. Debts/Mortgage Liabilities/Liens (Schedule I) �lp� 17+552.35 11. Total Deductions �11� 136,577.84 12. Net Value of Tax Return �12� 1,431,092.56 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �13� 5.000.0 0 14. Net Value of Estate Subject to Tax �14� 1�426�092.56 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 C15) .00 X 00 - .00 16. Amount of Line 14 taxable at lineal rate (16) 71 3•046_9R X 045 = 32,087.08 17. Amount of Line 14 at sibling rate C17) 7]�,046. S X 12 = 85�565.55 18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= 117,652.63 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-26-2012 CD016831 .00 100,000.00 06-24-2013 CD017780 .00 6,591 .47 08-02-2013 CD017971 .00 5,798.00 09-10-2013 CD018131 .00 58.57 INTEREST IS CHARGED THROUGH 12-10-2013 TOTAL TAX PAYMENT 112,448.04 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5,204.59 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 135.91 TOTAL DUE 5,340.50 * 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 FOR INSTRUCTIONS. REV-1470 EX(01-70) �°:: � � ��F�' nenns lvan�a ;;, F' Y INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 H DECEDENT'S NAME FILE NUMBER Robert Fife 2112-0938 REVIEWED BY ACN Destiny S.R. Brown 101 ITEM SCHEDULE Np, EXPLANATION OF CHANGES G 1 Department will bill joint owner separately. ORIGINAL Page 1