HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~+~ ND`f ~t~ 6t='t~ft _ RY~TANCE TAX
BUREALI OF INDIVIDUAL TAXES APPRAS~S.EMENY~ k-LL`OW~~ OR DISALLOWANCE
INHERITANCE TAX DIVISION OF ~1i.Ts`DUCTIQN$, A~lyli'y ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-08)
~~,~'~ ~~~ 2~ ~ ~~~~ 01-27-2009
ESTATE OF FISHEL WINIFRED C
r ,,,~~. DATE OF DEATH 01-15-2008
~~'+°~''~`' ~'', FILE NUMBER 21 08-0106
~ ~~~~ r ;7 ~` ~'J iT OUNTY CUMBERLAND
DAVID W DELUGE ~~~ CN 101
JOHNSON DUFFIE APPEAL DATE: 03-28-2009
PO BOX 109 (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 PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FISHEL WINIFRED C FILE N0. 21 08-0106 ACN 101 DATE 01-27-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
(15)
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,893.73
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.381.7 0
11. Total Deductions C11) > > •77~+-43
X12) 422,490.17
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Nonelected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 422,490.17
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
~1) 104, 000.00 NOTE: To insure proper
(2) .00 credit to your account,
.00 submit the upper portion
C3) of this form with your
(4) .00 tax payment.
c5) 63,772.33
C6) .00
I7) 265,993.27
cB) 433, 765.60
.00 x
c16) 422,490.17 X
c17) • 00 x
cls)
.00 X
00 _ .00
045_ 19,012.06
12 .00
15 _ .00
c19)= 19, 012.06
IAA 1. R GL i 1 J
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-10-2008 CD009541 789.47 15,000.00
10-08-2008 CD010394,~ .00 3,065.09
INTEREST IS CHARGED THROUGH 02-11-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 18,854.56
BALANCE OF TAX DUE 157.50
INTEREST AND PEN. 3.23
TOTAL DUE 160.73
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
n orrnun crr DrVrRCr srnF nF TNiS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
,-~-~ INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Winifred C Fishel 2108-0106
REVIEWED BY "`''''
Deborah Washington 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
H B-3 The claim for family exemption has been disallowed. The claimant must be a spouse or
if no spouse, a parent, or child living in the same household as the decedent as of date
of death.
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