HomeMy WebLinkAbout02-08-08
02-04-2008
HECKERT
02-04-2007
21 07-0230
CUMBERLAND
101
APPEAL DATE: 04-04-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEP~RTMENT OF REVENUE
,NOTI,Cl;; OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF'DEDUCHONS AND ASSESSMENT OF TAX
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r"l \1 , I"':
t' j'~ 1: ~ "",'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(~' .
n::<::.
','-, ,
."1 If""::
;"r,
TERRENCE J KERWIN
KERWIN & KERWIN
4245 RTE 209
ELIZABETHVILLE
~,j' ,
,!",\l ' .
ESt!
PA 17023
REV-1547 EX AFP (06-05)
KARL
M
I
REMIT PAYMENT TO:
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
.00
.00
.00
.00
4,683.38
. DO
. DO
6,719.94
1.105.12
Cll}
Cl2}
. DO X DO =
.00 X 045 =
.00 X 12 =
.00 X 15 =
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~~~~_!~!~-~!~~------~---~~!~!~-~Q~~~-~Q~!!Q~-~Q~-YQ~~-~~~Q~P~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HECKERT KARL M FILE NO. 21 07-0230 ACN 101 DATE 02-04-2008
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(B)
4,683.38
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:
IS. Amount of Line 14 at Spousal rate
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. Mortgages/Notes Receivable (Schedule D) (4)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(9)
Cl O}
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lB. Amount of Line 14 taxable at Collateral/Class B rate
ClS}
Cl6}
Cl7}
ClB}
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
Cl3}
Cl4}
7.8?Ii.D6
3,141.68-
.00
3,141.68-
Cl9}=
. DO
.00
.00
. DO
.00
.00
. DO
.00
.00
* 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 0
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)