HomeMy WebLinkAbout10-16-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
!''s ^+,f1;+~.~,r~j ~NQ~T -0F INHERITANCE TAX
• '~ AP~+RAIS~EMENT, ALLOWANCE OR DISALLOWANCE
~ t r3;'y }~F'.~AE$UCTIONS AND ASSESSMENT OF TAX
~~ ~: _r;
STEVEN W FAHNESTOCK G~'~A ~~~
FAHNESTOCK 8~ ASSOC
1513 CEDAR CLIFF DR
CAMP HILL PA 17011
REV-1547 EX AFP CO1-09)
DATE 10-12-2009
ESTATE OF HINTZE WILLIAM
DATE OF DEATH 07-25-2008
FILE NUMBER 21 08-0801
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(See reverse side under Objections)
Amount Remitted
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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HINTZE WILLIAM FILE N0. 21 08-0801 ACN 101 DATE 10-12-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 230, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 431 ,135.11 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) C5) 8 5,0 2 6.3 6
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 267, 068.00
8. Total Assets fig) 1, 013, 229.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
42,518.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1 2,5 58.4 3
11 . Total Deductions C11) 55 . 077 . D3
12. Net Value of Tax Return C12) 958, 152.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
958,152.44
14. Net Value of Estate Subject to Tax C14)
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 C15) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 458, 152.44 X 045 ~ 43, 116.86
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due
rev rnrnrr~+. C19)= 43,116.86
A N
DATE R C IPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-17-2008 CD010426 2,105.26 40,000.00
04-27-2009 CD011161 .06- 1,011.66
10-05-2009 SBADJUST .00 .22
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 43,116.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT " CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)