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HomeMy WebLinkAbout97-0420 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEKENT,HALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX * - --,r-, --', REV-1547 EX AFP <06-05) DATE 04-16-2007 ESTATE OF FEHRENBACH KRISTINA R DATE OF DEATH 02-27-1997 FILE NUMBER 21 97-0420 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-15-2007 ( 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 +-- REY:is4i-Ex-AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FEHRENBACH KRISTINA R FILE NO. 21 97-0420 ACN 101 DATE 04-16-2007 .':' ']1 ..., !') ~'. !..,J -:' .t (' ~-I ~~ ~: DAVID W KNAUER 411A E MAIN ST MECHANICSBURG " PA 17055 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN Transfers (Schedule G) (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. 8. Stocks and Bonds (Schedule B) Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) Total Assets .00 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) (0) .00 .00 (1) (2) (3) (4) nn .00 .00 .00 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. 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 Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: NOTE: (9)= .00 .00 .00 .00 .00 (5) (6) (7) (18) .00 X .00 X .00 X .00 X 00 06 00 15 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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.(Y)( 4 ~l'l'lINn_ SI;:I;: RI;:VERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \V() REV-1470 EX (6-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER REVIEWED BY ACN 2197 -0420 101 Kristina Fehrenbach Joan M. Peters SCHEDULE ITEM NO. EXPLANATION OF CHANGES Efforts to obtain an Inheritance Tax return have been exhausted for the above referenced estate. Therefore, the filing requirements have been waived. The Department however, reserves the right to assess any assets that may be recovered at a future time. PaQe 1