HomeMy WebLinkAbout09-05-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" _~~ N4TICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES AP'PR'AISEMENfi, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BDX 280601 ' ~
,'.OK,~"DE114~T-IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~~ S~P -~3 ~~ ~~. 5 ~ DATE 09-01-2008
ESTATE OF FORTENBAUGH DOROTHY M
~~';~~~~r DATE OF DEATH 01-04-2008
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., FILE NUMBER 21 08-0092
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EDMUND G MYERS ~ -". r1 A COUNTY CUMBERLAND
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ACN 101
JOHNSON ETAL APPEAL DATE: 10-31-2008
P O BOX 10 9 (See reverse side under Objections )
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -- R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS E-
REV-1547 EX AFP C03-05) _
_ _______________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FORTENBAUGH DOROTHY M FILE N0. 21 08-0092 ACN 101 DATE 09-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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
12. Net Value of Tax Return
C1) .00 NOTE: To insure proper
(2)__ 1,234.28 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 1,322,442.80
c6) .00
c7) 89,845.73
~$) 1,413,522.81
70,740.19
(9)
clo) 8.647.79
(11) 79.;87.98
I12) 1,334,134.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5,0 00.00
14. Net Value of Estate Subject to Tax
c14) 1,329,134.83
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 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
TAY r`D (TIT TC.
c15) • 00 X 00 _ . 00
c16) 1,319,134.83 X 045= 59,361.07
c17) .00 X 12 _ .00
~Lg) 10,000.00 X 15 _ 1,500.00
clv= 60,861.07
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-16-2008 (0009748 .00 56,000.00
05-30-2008 (0009825 .00 4,861.07
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IUTAL TAX CREDIT 60,861.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
v
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)