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HomeMy WebLinkAbout02-12-07 (2) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE [".-I+q-:rlCi., 9-~I"-l~~RUANCE TAX APPRAI-SEfltEHT.. 4l.iUO""~CE OR DISALLOWANCE OF .DE,)jU:CT.IONS~ANi) A$SESSMENT OF TAX '* REV-1547 EX AFP (06-05) fP~T~ 02-05-2007 'E!t?ATE OF FENICLE HELEN M DATE OF DEATH 09-24-2006 FILE NUMBER 21 06-0874 'COUNTY CUMBERLAND ):CN 101 APPEAL DATE: 04-06-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FENICLE HELEN M FILE NO. 21 06-0874 ACN 101 DATE 02-05-2007 12 t: \j I I j LINUS E FENICLE REAGER & ADLER 2331 MARKET ST CAMP HILL PA 17011 TAX RETURN WAS: (X) ACCEPTED AS F I LED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE 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 (1) (2) (3) (4) (5) (6) (7) .00 115.283.36 .00 .00 385.019.03 23,497.36 70,166.05 (8) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 593,965.80 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 10,558.49 3.841.49 (11) Cl2) Cl3) Cl4) 14.399.98 579,565.82 .00 579,565.82 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !!J... returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 579,565.82 X 045 = 26,080.46 17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00 19. Principal Tax Due Cl9)= 26,080.46 TAX CRIODITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-08-2006 CD007536 1,304.02 24,776.44 TOTAL TAX CREDIT 26,080.46 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .. IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A g~I:'IINn ~cC' DC'\lCDf:C' f::TnC nc TUTC: enD" enD T...~TDII,..TTn....~ '\ G-