HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX Pennsylvania ~
APLzRAIS~ME1thT,~LANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES t~> 4 r,
INHERITANCE 7AX DIVISION ~OF ~D.~'~~cTld•~t~s t ND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 -+ :J- ~;_
HARRISBURG PA 17128-0601 ~ `'
~~~~ ~~ f ~ ~~ ~~ ~~ DATE 05-10-2010
ESTATE OF FAHNESTOCK EVELYN B
DATE OF DEATH 09-15-2009
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FILE NUMBER 21 09-0870
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DONALD A FAHNESTOCK C~P"'~=Y~i ~ ~~'~', ~r^ ACN 101
100 WESTVIEW DR APPEAL DATE: 07-0 9-2010
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
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REY-15
47 EX AFP C12-09~ NOTICE OF INHERITANCE
TAX APPRAISEMENT, ALLOWANCE _
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OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: FAHNESTOCK EVELYN BFILE N0 .:21 09-0870 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN $ASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,910.81 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.0 0
C2)
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8,7 95.00
6. Jointly Owned Property (Schedule F) (6) 1,4 48.4 9
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 146, 154.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 21.62 3.73
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,276.4 2
11. Total Deductions (11) 25,900.15
12. Net Value of Tax Return (12) 120,254.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 120,254.15
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 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 170. 54. F: X 045 = 5,411.44
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 5,411.44
TAX CREDITS:
PAYMENT REGEiPT DLSGUUNI C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-01-2009 CD012054 252.63 4,800.00
12-04-2009 CD012068 17.94 340.87
TOTAL TAX PAYMENT 5,411.44
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 FORM FOR INSTRUCTIONS.~'j'~~