HomeMy WebLinkAbout09-18-09 (3)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~' APpRA'I`S~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _._, OF AbDUGTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 +4-
K:ENDRA A MOHR
F'ANNEBAKER & MOHR
4000 VINE ST
MIDDLETOWN
?~~~~ SEP I ~ ~~ _ ~~: 27
- -
PA 17057
REV-1547 EX AFP (01-09)
DATE 09-15-2009
ESTATE OF FERNANDES JOSEPH
DATE OF DEATH 10-12-2008
FILE NUMBER 21 08-1164
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(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 C01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FERNANDES JOSEPH FILE N0. 21 08-1164 ACN 101 DATE 09-15-2009
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
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
C3) .00 of this form with your
C4) .00 tax payment.
c5) 72,576.52
c6) .00
(7) 215, 706.43
cs) 288,282.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
21,619.96
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.808.27
11. Total Deductions (11) 79.478-?~
12. Net Value of Tax Return C12)
258,854.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14)
258,854.72
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) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 258,854.72 X 15 _ 38,828.21
19. Principal Tax Due C19)=
38,828.21
TAX CRFTITTS r
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-02-2009 CD010856 .00 15,529.99
03-02-2009 CD011044 .00 23,298.22
TOTAL TAX CREDIT 38,828.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~~ ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE '~-~7~
A DCCIIAITI CCC DC\/CDCC CTnC nC TLIiC CnDU CnD T~ICTDiir•Trnuc • J /