HomeMy WebLinkAbout05-07-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 05-07-2007
ESTATE OF HESS JOHN H
DATE OF DEATH 03-07-2006
FILE NUMBER 21 06 - 0503
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~~~~_!~!~-~!~~------~--_!~!!!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HESS JOHN H FILE NO. 21 06-0503 ACN 101 DATE 05-07-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0601
;<;'Y-7 r,., /I: 1:5
JEAN D SEIBERT ESQ
WION ETAL
109 LOCUST ST
HBG PA 17101
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
} CHANGED
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)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
9.
10.
II.
12.
13.
14.
(l)
(2)
(3)
(4)
(S)
(6)
O}
.00
.00
.00
.00
.00
25,380.06
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
25,380.06
(9)
elO}
6,431.00
8.995.06
ell}
el2}
el3}
el4}
1l:;.4?/i O/i
9,954.00
.00
9,954.00
NOTE: If an assess.ent 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 elS} .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate el6} 9,954.00 X 045 = 447.93
17. Amount of Line 14 at Sibling rate el7} .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate el8} .00 X 15 = .00
19. Principal Tax Due el9}= 447.93
TAX CRI;:DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 05-22-2007 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 447.93
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 15.99
TOTAL DUE 463.92
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE /\\\I.. !'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) v~