HomeMy WebLinkAbout04-30-12j-!;_t ~ _ ; I~~ E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - ,'APt6RAISH~IEQVT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~ OF D~DUI.TION$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 _ fir.
STEVEN W FAHNESTOCK CPA
1513 CEDAR CLIFF DR
CAMP HILL PA 17011
Pennsylvania i~,
DEPARTMENT OF REVENUE `
REV-1547 EX AFP (12-1ll
DATE 04-23-2012
ESTATE OF STRAW LEWIS A
DATE OF DEATH 04-28-2010
FILE NUMBER 21 10-0456
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(See reverse side under Objections)
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 F-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STRAW LEWIS AFILE N0.:21 10-0456 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 229,700.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 71,758.49 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 68,346.9 7
6. Jointly Owned Property (Schedule F) (6) 824,416.65
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1 , 194 , 222.11
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 74, 66 3.74
10. Debts/Mortgage liabilities/L.iens (Schedule I) (10) .00
11. Total Deductions (11) 74,663.74
12. Net Value of Tax Return (12? 1,119,558.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,119,558.37
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
(ls) 824,416.65 X
(16) ?95.14] .7 X
c17) .no x
cls) .00 X
00 - .ou
045 = 13,281.35
12 = .DO
15 = .00
c19)= 13,281.38
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-25-2011 CD013940 .00 45,000.00
TOTAL TAX PAYMENT 45,000.00
BALANCE OF TAX DUE 31,718.62(:R
INTEREST AND PEN. .00
TOTAL DUE 31,718.62(:R
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C.R)> YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.,\~_