HomeMy WebLinkAbout09-19-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
° -'~'N`DTI.CE 0~' -INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT,`ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS-AND ASSESSMENT OF TAX
PO BOX 280601 - '
HARRISBURG PA 17128-06D1 REV-1547 EX AFP (06-05)
~ti-~ C~-~? ~ C~ ~;~~ ~~: f_}L} DATE 09-22-2008
ESTATE OF HERNLEY FAY E
-, ~ , '
DATE OF DEATH 05-23-2008
' FILE NUMBER 21 08-0689
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COUNTY CUMBERLAND
SUSAN E LEHMER ~ .~t~ ACN 101
78 GREENSPRING DR APPEAL DATE: 11-21-2008
IN E C H A N I C S B U R G P A 17 0 5 0 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS E--
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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 HERNLEY FAY E FILE N0. 21 08-0689 ACN 101 DATE 09-22-2008
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
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 30 0.00
6. Jointly Owned Property (Schedule F) (6) 3,422.70
7. Transfers (Schedule G) C7) .00
8. Total Assets (g) 3,722.70
APPROVED DEDUCTIONS AND EXEMPTIONS: 5,747.84
9.. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10,. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 5.747.84
12. Net Value of Tax Return C12) 2,025.14-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 2,025.14-
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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .DO
19. Principal Tax Due (19)= .00
T~V f~O L,1T TL`.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOF2 CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUf~-~:,(`~
. orcnun ccr RCVFRSF SIDE OF THIS FORM FOR INSTRUCTIONS.) 1~
REV-1470 EX (6-88)
~, INHERITANCE TAX
s ~,.. .
-~• $~~' EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPA.RTMENTOFREVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NF~ME FILE NUMBER
Fay E Hernley 2108-0689
REVIEWED BY 101
Deborah Washington
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
H I B-3 ~ Reduced to $300.00. Family exemption can only be claimed against assets subject to
will or intestacy.
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