HomeMy WebLinkAbout10-19-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
,APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PfDEDUCTIONS AND ASSESSMENT OF TAX
10-16-2007
FONTENOY
11-11-2006
21 06-1045
CUMBERLAND
101
APPEAL DATE: 12-15-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
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DU I?' 21
I II ,~,' I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
S BERNE SMITH ESQ
107 N 24TH ST
CAMP HILL
('r'-~)
\.../\ '
(" I
\J~'_:
PA 17011
'*
REV-15~7 EX AFP (06-05)
MARIE
R
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~Q~~~-~Q~!!Q~-~Q~-!Q~~-~~~Q~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FONTENOY MARIE R FILE NO. 21 06-1045 ACN 101 DATE 10-16-2007
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent 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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX ITS:
A NT
DATE
02-05-2007
07-31-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
Total Assets
(9)
(10)
NOTE:
(15)
(16)
(17)
(18)
C PT
NUMBER
CDoo778o
CDo08487
DISCOUN
INTEREST/PEN
(+)
PAID (-)
210.53
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
) CHANGED
.00
19,811.27
.00
.00
18,846.68
11 ,649.78
75,689.63
(8)
14,697.74
6.502.77
(11)
(12)
(13)
(14)
.00
104,796.85
.00
.00
X 00
X 045 =
X 12 =
X 15 =
(19)=
AMOUNT PAID
4,000.00
505.34
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
125,997.36
?l.?OO.fil
104,796.85
.00
104,796.85
.00
4,715.86
.00
.00
4,715.86
4,715.87
.0ICR
.00
.0ICR
* 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 DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)