HomeMy WebLinkAbout06-01-12NOTICE OF INHERITANCE TAX Pennsylvania ~
_ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAX ('n~r~,r- NT, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION (';
~:;G~~'~ J +`' TIONS AND ASSESSMENT OF TAX
PO BOX 280601 f1Lr~I~YL~i i.. ¢'{~_) , REY-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601 ~
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CL ~1U { G DATE 05-14-2012
ESTATE OF FAHNESTOCK CONNIE L
DATE OF DEATH 10-11-2009
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HERSHEL LOCK~Vn1aC~~ ~ ACN
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3107 N FRONT ST 101
APPEAL DATE: 07-1
3-2012
HBG PA 17110 (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 E-
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE
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TAX APPRAISEMENT, ALLOWANCE _____
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FAHNESTOCK CONNIE LFILE N0 .:21 09-0962 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: Cx) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 16 0,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 15,214.81 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
DO
C4) of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. .Personal Property (Sched ule E) C5) 20,500.25
6. Jointly Owned Property (Schedule F) C6) 5, 052.15
7. Transfers (Schedule G) C7) 150,580.45
8. Total Assets CS) 351 347.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) Cg) 73 ,O1 ,~;
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,723.66
11. Total Deductions C11) 138, 735.99
12. Net Value of Tax Return C12) 212, 611.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
I4. Net Value of Estate Subject to Tax C14) 212,611.67
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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7l?.11] .67 X 045 = 9,545.03
17. Amount of Line 14 at Sibling rate C17) ~0
=
X 12 .DO
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 500.00 X 15 - 75.00
19. Principal Tax Due
TAX CREDITS: C19)= 9,620.03
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-04-2011 CD015173 426.03- 10,048.42
TOTAL TAX PAYMENT 9,622.39
BALANCE OF TAX DUE 2.36CR
INTEREST AND PEN. .00
TOTAL DUE 2.36CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.