HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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'='~ ~~ ~~-~' { ';'("~~~ ~ .. NOTICE OF INHERITANCE TAX
~AXE9 ~ ?~t~ICPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
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SEAN M SHUL~~~`~SQ`~ ' ;,
KNIGHT & ASSOCIATES
11 ROADWAY DR STE B
CARLISLE PA 17015
REV-1547 EX AFP C06-05)
DATE 05-05-2008
ESTATE OF FASICK HARRIET 0
DATE OF DEATH 09-14-2007
FILE NUMBER 21 07-0880
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Resitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FASICK HARRIET 0 FILE N0. 21 07-0880 ACN 101 DATE 05-05-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
I1) .00 NOTE: To insure proper
~2) .00 credit to your account,
00 submit the upper portion
(3) . of this form with your
(4) .00 tax payment.
c5) 157, 148.16
c6) .00
I7) .00
cB) 157, 148.16
4,325.69
C9)
clo) .00
(11) 4.325.69
12. Net Value of Tax Return (12) 152,822.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 152,822.47
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lfne 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 152,822.47 X 045 = 6,877.01
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,877.01
TAY I`D CTTTC.
PAYMEN
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-10-2007 CD009066 343.85 7,141.31
TOTAL TAX CREDIT 7,485.16
BALANCE OF TAX DUE 608.15CR
INTEREST AND PEN. .00
TOTAL DUE 608.15CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)