HomeMy WebLinkAbout04-09-07
'I
BUREAU OF INDIVIDUAl:riu~'~
INHERITANCE TAX DIVISION... ..
PO BOX 288'01
HARRISBURG PA 17128-0'81
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (0'-05)
DATE 04-09-2007
ESTATE OF FUSSELMAN HELEN M
DATE OF DEATH 05-11-2006
FILE NUMBER 21 06-0439
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2007
( See reverse side "nder Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~~~~_!~!~-~!~~------~--_!!!~!~-~~~!!_~~!!!~~-~~!-!~~!_!!~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FUSSELMAN HELEN M FILE NO. 21 06-0439 ACN 101 DATE 04-09-2007
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SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHAN6ED
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/Partnershlp Interest (Schedule C)
4. Mortgages/Notes Recelvable (Schedule D)
5. Cash/Bank Deposlts/Mlsc. Personal Property (Schedule E)
6. JolntlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
NOTE: To lnsure proper
credlt to your account,
submlt the upper portlon
of thls form with your
tax payment.
23,549.29
70,397.92
322,735.39
(8)
416,682.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Llabilitles/Llens (Schedule I)
11. Total Deductlons
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)
10,751.77
9.380.77
(11)
(12)
Cl3)
Cl4)
70 .13? 6 ~6
396,550.06
.00
396,550.06
NOTE:
14, 15 and/or I', 17, 18 and 19 will
returns assessed to date.
If an assess.ent was issued previouslY, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Llne 14 at Slbllng rate
1~. Amount of Line 14 taxable at Collateral/Class B rate
19. Prlnclpal Tax Due
Cl9).
.00
17,844.75
.00
.00
17,844.75
. DO X DO =
396,550.06 X 045 =
. DO X 12 .
. DO X 15 =
Cl5)
(16)
(17)
(18)
DATE
08-09-2006
01-10-2007
04-02-2007
NUHIER
CD007074
CD007674
REFUND
+
INTEREST/PEN PAID (-)
789.47
.00
.00
AMOUNT PAID
15,000.00
2,094.75
39.47-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
17,844.75
.00
.00
.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 IE DU'E"(;>
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)