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HomeMy WebLinkAbout06-04-10BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO ~ 261601 INidtISfURC PA 17128-0601 NOTICE OF INHERITANCE TAX LLOWANCE OR DISALLOWANCE ~..~; ~. ~~ ~ ~t~ t tn; S AND ASSESSMENT QF TAX ~~ f ~y A~ ~1 s 1 ~ SEAN N SHULTZ ATT ~~ 4 IRVINE ROW CARLISLE PA 17013 ~en~syhr~a DEPARTMENT OFflEVENUE REV-1547 EX AFP C12-09) DATE 05-31-2010 ESTATE OF FANUS HARRIET H DATE OF DEATH 05-06-2009 FILE NUMBER 21 09-0494 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-30-2010 (See reverse she Knder Obf ecdous ADount Rs~itted ~~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONC THIS LINE ~ RETAIN LOWER PORTION FOR w w w w w w r w• w w w w~ w w r .- w w w w r w w w ~ YOUR RECORDS w w .. w w.r r w r r w w w r ~ r w r w r r ______________ r r w w w r r w w w •. w w w .. w w w s w w w w w w w w w r REV-1547 EX AFP C12-093 NOTICE Of INHERITANCE TAX APPRAtSEM'ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANn ASSESSMENT OF TAX ESTATE OF: FANUS HARRIET HFILE N0.:21 09-0494 ACN: 101 DATES Q5-31-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED APPRAISED VALUE OF R'ETUItN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account. submit the upper portion 3. Closely Held Stock/Partnership Interest CSchadula C) C3) .0 0 of this forty with your 4. Mortgages/Notes Receivable CSchadule D) C4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)_ 142,734.22 6. Jointly Owned Property CSchadule F) C6) .0 0 7. Transfers CSchadula G) C7) '0 ~ 8. Total Assets C8) 142 , 734.22 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costa/Misc. Expenses CSchadule H) t9) 6.3 ~ 2.5 6 10. Debts/Mortgage Liabilities/Liens CSchadule I) C10) 53 2.0 6 Cii) 6,834.62 11. Total Deductions 899.60 135 12. Net Value of Tax Return C12) , 13. Charitable/Governmontal Bequests; Non-elected 9.113 Trusts CSchadule J) C13) ~_ •0 0 14. Net Value of Estate Subject to Tax C14) 135 s 899 X60 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: 00 00 = .00 15. Amount of Line 14 at Spousal rate C15) . X 16. Amount of Line 14 taxable at Lineal/Class A rata C16) 1 35.599__ 6;0 x 045 s 6,115.48 17. Amount of Line 14 at Sibling rate C17) „~: ©~ X 12 " .00 18. Amount of Line 14 taxable at Gollaterai/Class B rata C18) .0 0 )( 1 5 ~ .0 0 19. Principal Tax Due C19 )" 6, 115.48 TAY f`QtifiTC ~ PAYMEttT DATE CEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 02-08-2010 CD012333 .00 6,115.48 05-24-2010 SBADJUST .00 1.35 TOTAL TAX PAYMENT 6,115.48 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" CCR), YOU .MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR IN'STRUCTIDNS~ (\