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HomeMy WebLinkAbout11-30-09NOTICE OF INHERITANCE TAX `"~~i`~$ F=T(,h'~ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL T ~ Pennsylvania ~ , -- ~... AXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION "-'~"'Q ~r^DED~,f~TP~ON$ ; }i ~ + ~ PO BOX 280601 ~°W~~• f ! AND ASSESSMENT OF TAX REV-1547 EX AFP QO-09) ,` , ~ y ,t f:. HARRISBURG PA 17128-0601 t! 2~Q9NOV 30 PM «~ 4Q DATE 11-23-2009 ESTATE OF FISHEL DOROTHY L CLERK ~F ~~yyO~RPHAN'S COURT KEITH 0 BRENNEMArN~S~~~~-~"4C? CO., PA SNELBAKER 8~ BRENNEMAN 44 W MAIN ST MECHANICSBURG PA 17055 DATE OF DEATH 03-19-2009 FILE NUMBER 21 09-0286 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 01-22-2010 (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 E~ REV-15 ------------------ 47 EX AFP C10-09~ NOTICE OF INHERITANCE TAX APPRAISEME - ----- NT, ALLOWANCE _ ________ OR DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX ESTATE OF: FISHEL DOROTHY LFILE N0.:21 09-0286 ACN: 101 DATE: 11-23-2009 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) C4) 0© of this form with your • tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 177,61 2.99 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 12 6.068.1_4 8. Total Assets fig) 303, 681 .13 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 4,608.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 268.8 2 11. Total Deductions 4,876.82 12. Net Value of Tax Return X11) X12) 298,804.31 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _n0 14. Net Value of Estate Subject to Tax C14) _ 298.804. $1 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 ASSESSMENT date. OF TAX: 15. Amount of 1 Line 14 at Spousal rate C15) .00 X 00 = .00 6. Amount of 17 Line 14 taxable at Lineal/Class A rate C16) 7 9R.An4 ;) X 045 = 13,446.19 . Amount of Line 14 at Sibling rate C17) nn x 12 = .00 18. Amount of 19 Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 .00 . Principal TAX CREDITS: Tax Due (19)= 13,446.19 rnrntni RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 06-03-2009 CD011311 672.31 13,723.88 TOTAL TAX PAYMENT 14,396.19 BALANCE OF TAX DUE 950.000R INTEREST AND PEN. .00 TOTAL DUE 950.000R * 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 FDRM FOR INSTRUCTIONS.