HomeMy WebLinkAbout10-05-07
DATE 10-01-2007
ESTATE OF HECKENDORN RUTH M
DATE OF DEATH 02-27-2007
FILE NUMBER 21 07-0364
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-30-2007
( See reverse side under Objections)
Amount Remittedr ~:=J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HECKENDORN RUTH M FILE NO. 21 07-0364 ACN 101 DATE 10-01-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
D7 OCT "J
:Ie'! f. i O'
11, I .'-t
JAMES D FLOWER
SAIDIS ETAL
26 W HIGH ST
CARLISLE
,\,-,:::...!,
JR ES.gUh, ,L
i)F
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PA 17013
..
REV-15'il EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
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
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.
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
242,732.34
.00
.00
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
12,818.56
(9)
(10)
11.
12.
13.
14.
1.029.14
(11 )
(12)
(13)
(14)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
242,732.34
1~.R47.00
228,884.64
.00
228,884.64
(15)
(16)
(17)
(18)
.00 X 00 .00
228,884.64 X 045 = 10,299.80
.00 X 12 .00
.00 X 15 .00
(19)= 10,299.80
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (_)
05-21-2007 CD008194 514.99 10,000.00
TOTAL TAX CREDIT 10,514.99
BALANCE OF TAX DUE 215,,19CR
INTEREST AND PEN. .00
TOTAL DUE 215.19CR
* 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 DU:
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)