HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENTt ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISIONREV-1547 EX AFP (08-13)
PO BOX 280601 RECORDED OFFICE OF-
HARRISBURG PA 17128-0601 REGISTER OF 117ILLS DATE 10-21-2014
FANETOCK
?Gil DOT 20 Fil 12 13 DATEESTATE OFOF DEATH 12-H08-S2013 JULIENNE
FILE NUMBER 21 14-0169
CLE ;i OF COUNTY CUMBERLAND
SEEBER E D Qkkbf i A 11 r3' Cosi`;! ACN 101
STE C400 CUMBER1J,,',i,-_' APPEAL DATE: 12-20-2014
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5207 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS .
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
i-Ei--i-S-4i-i-X--AFP-i-oi:i-3-)--NOTICE--Oi-INHERITANCE--TAX-i-PP-R-A-I-Si-Mi-N-T-1-ALLOWANCE--Oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FAHNESTOCK JULIENNE FILE NO. :21 14-0169 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re I al Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) (5) 35,360.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 55,360.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,889.50
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10)
11. Total Deductions 24,889.50
12. Net Value of Tax Return (12) 10,471 .15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •0Q
14. Net Value of Estate Subject to Tax (14) 10,471 .15
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 (15)_ 10,471 .15 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn, x 045 = .00
17.. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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 FOR INSTRUCTIONS.