HomeMy WebLinkAbout10-30-06
10-30-2006
HESTON
03-08-2006
21 06-0287
CUMBERLAND
101
APPEAL DATE: 12-29-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
~~!_~~9~~_!~~~_~~~~______~___!~!~!~_~g~~!_~g!!!g~_~g!_!g~!_!~~g!~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOAN T FILE NO. 21 06-0287 ACN 101 DATE 10-30-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
..
.
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
::r:0nr)i"!~N'~~NT,1 ALLOWANCE OR DISALLOWANCE
'_l,,' /c.".:..oF)loE!OOCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
1 '".
2006 OCT 30 PH 3: 31
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
HARRY L BRICKER
407 N FRONT ST
HBG
CL~t'FW ()C
,,\ ",
!:\!:lel-"\ h ,.(' ("iURT
JR All... 1,>-'" 'J '.j'j I
CU" c-, PA
PA 17101
ESTATE OF HESTON
*
REV-1547 EX AFP (06-05)
JOAN
T
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A.aunt of Line l~ at Spousal rate (lS)
16. A.ount of Line l~ taxable at Lineal/Class A rate (16)
17. Anount of Line l~ at Sibling rate (17)
18. Anount of Line l~ taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CDEDITS:
..".."....-, t"'J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 12-o8-2oo6~. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 21099.82
INTEREST AND PEN. .00
TOTAL DUE 21099.82
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
~. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(~)
(S)
(6)
(7)
1191500.00
.00
.00
.00
47.265.18
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/GovernBBntal Bequestsj Non-elected 9113 Trusts (Schedule J)
l~. Net Value of Estate Subject to Tax
(9)
UO)
1201102.54
.00
(11)
(2)
(3)
(1~)
NOTE:
.00
461662.64
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your accountl
submit the upper portion
of this for. with your
tax pa~nt.
1661765.18
120.10? 54
461662.64
.00
461662.64
(9)=
.00
21099.82
.00
.00
21099.82
· IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE \)
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
lo
.
\
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Heston, Joan T.
FILE NUMBER
Daniel Heck
ACN
2106-0287
101
REVIEWED BY
ITEM
SCHEDULE NO.
H 8-14,
15
EXPLANATION OF CHANGES
The decedents share of these two mortgages have been reduced to 1/3 of the value listed
on the schedule, as the decedent was a joint holder of these mortgages with George and
Jennifer Hillman per correspondence dated 10/11/2006. Item 8-14 reduced to $13,752.17,
item 8-15 reduced to $82,916.13
ROW
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