HomeMy WebLinkAbout04-13-12
NOTICE OF INHERITANCE TAX Pennsylvania .` ~^ m
APPRAI~~E'h~l~(~'i~~ y1r'LLD;p OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~
INHERITANCE TAX DIVISION OF D~.p#1'(uT,10NS--A, N~ ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~ ~-`.-~~ _.., ,,, _
HARRISBURG PA 17128-0601 ~ ~ ~
L,. ;, ~.,'''~?'v f,. :''' `DATE 04-09-2012
E~TATE OF FANUS KENNETH E
,-~,/ DATE OF DEATH 03-30-2006
C~yty ~ r~ FILE NUMBER 21 06-0374
r'~ '1';
~~ ~ ~`~r CUMBERLAND
COUNTY
W S DANIELS ~~ "~~ ~iL ;i„1 t.,„%., r'A ACN 101
STE 205 APPEAL DATE: 06-08-2012
1 W H I G H S T (See reverse side under Objections )
CARLISLE PA 17013-2951 Amount Remitted
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 RECORDS E~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FANUS KENNETH EFILE N0.:21 06-0374 ACN: 101 DATE: 04-09-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 140, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .~~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 31,511.96
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 171,511.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 19,311.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 42,996.36
11. total Deductions (11) 62,308.17
12. Net Value of Tax Return Cly) 109,203.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 109,203.79
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 C16) 109.?03.79 x 045 = 4,914.17
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 4,914.17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-26-2006 CD006886 245.71 4,800.00
TOTAL TAX PAYMENT 5,045.71
BALANCE OF TAX DUE 131.54CR
INTEREST AND PEN. .00
TOTAL DUE 131.54CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU^E /7
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.