HomeMy WebLinkAbout03-05-10NOTICE ~OF~ INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES AP~~~h~~~~%t ~r+'JE`~ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~;~yi~~., ;J~Ck~Ti~O}I~ ~~ND ASSESSMENT OF TAX REV-1547 EX AFP 112-09)
PO BOX 280601 ""`^"3a `'" ~~ "'1~"--'
HARRISBURG PA 17128-D601
~a~~ ~AR -5 ~~ l~; ~~ DATE 03-08-2010
ESTATE OF HONEYSETT FRANCES C
QRPt~~~'S ~~JU~T
ROBERT C FERNANDEZ ESQ'~~~ r?'"r'ry~-~-~"'~~~ '-~~ PA.
STE 300
470 NORRISTOWN RD
BLUE BELL PA 19422
DATE OF DEATH 05-30-2009
FILE NUMBER 21 09-0558
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-07-2010
(See reverse side under Objections)
Aoount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: HONEYSETT FRANCES (FILE N0.:21 09-D558 ACN: 101 DATE: 03-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 126,703.82 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,87 2.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets IS) 128 , 576.79
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpenseslAdm. Costs/Misc. Expenses (Schedule H) (9) 8,320.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 8,320.94
12. Net Value of Tax Return (12) 120,255.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedu le J] C13) .00
14. Net Value of Estate Subject to Tax C14) 120,255.85
NOTE: If an assesswent 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 (16) 120.255.85 x 045 = 5,411.51
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) .00 )( 15 = .00
19. Principal Tax Due (19)= 5,411.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
OR-97-9000 ri107 7 ~A3 97n . F:R ~ _ 140.93 1
TOTAL TAX PAYMENT 5,411.51
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. ~(~(~