HomeMy WebLinkAbout10-05-07
DATE 10-01-2007
ESTATE OF HECKMAN JUNE E
DATE OF DEATH 04-08-2007
FILE NUMBER 21 07-0372
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-30-2007
( See reverse side under Objections)
Amount Remittedl ~
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 HECKMAN JUNE E FILE NO. 21 07-0372 ACN 101 DATE 10-01-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
:70_
j, j I I
L, I
~)
JAMES D BOGAR
BOGAR & HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP C06-05)
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) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Hortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
.00
.00
.00
.00
7,421.52
247,664.40
.00
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
(9)
ClO)
7,570.00
.00
Cl1)
Cl2)
Cl3)
Cl4)
10.
11.
12.
13.
14.
Debts/Hortgage 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
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
255,085.92
7.1i70.00
247,515.92
.00
247,515.92
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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'
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
247,515.92 X 045 = 11,138.22
.00 X 12 .00
.00 X 15 .00
Cl9)= 11 , 138 . 22
.
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
07-02-2007 CD008365 556.46 10,572.76
07-20-2007 CD008434 .00 8.55
09-24-2007 SBADJUST .00 .45
TOTAL TAX CREDIT 11,138.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)