HomeMy WebLinkAbout12-18-09NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES APP~ta3451~~~NT~~rrf1(L~~Q~ffANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION Orr- Df~Dlt~jT,IONS; A4,ID ASSESSMENT OF TAX
PO BOX 280601 i .,•, .. ;„ i _c ~'.ti • i:~.~w
WIRRISBURG PA 17128-0601
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DENISE R FAHNESTOCK Cu~'~~~'~~ ~t(\;~ ~~'~•~ ~A
2630 WALNUT BOTTOM RD
CARLISLE PA 17015
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C10-09)
DATE 12-14-2009
ESTATE OF FAHNESTOCK JANET E
DATE OF DEATH 11-03-2008
FILE NUMBER 21 08-1160
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-12-2010
(See reverse side under'Objections)
Amount Remitted
MAKE CHECK PAYABLE AND RffMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWAINCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TA7IC
ESTATE 0F: FAHNESTOCK JANET EFILE N0.:21 08-1160 ACN: 10'1 DATE: 12-14-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) •Op NOTE: To ensure proper
2. Stocks and Bonds cSchedule B) (2) 28 0,191.Op credit to your account,
OQ submit the upper portion
3. Closely Held Stoek/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •Op tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 93,38 6.Op
6. Jointly Owned Property (Schedule F) (6) 87,500.00
7. Transfers (Schedule G) (7) 94,323.00
8. Total Assets ce) 555.400.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) c9) 7.168.Oi0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 604.0'0
11. Total Deductions C11) 7,772.00
12. Net Value of Tax Return C12) 547,628.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) c13) .00
14. Net Value of Estate Subject to Tax C14) 547,628.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fi0ures 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
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-)
02-02-2009 CD010850 1,232.15
06-24-2009 CD011394 .00
c15) .00 x 00 = .00
c16) 547.628.00 x D45 = 24,643.00
cln _oo x 17 = .00
cle) .00 x 15 = .00
c19)= 24,643.00
AMOUNT PAID
32.OQ
TOTAL TAX PAYMENT' 24,764.15
BALANCE OF TAX DUE'' 121.15CR
INTEREST AND PEN. .00
TOTAL DUE 121.15CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE /~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS'FORM FOR INSTRUCTIONS. ~~D--q,~S`/