HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`!"; ~ ,; ~~~~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ _ APPRA,~SFMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;OF 11EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
r. ~~ . ,~_
\ ~ 1
~nG_ ,~ ~~~1~ ~~r~
RAYMOND R HECKMANh~~2" ~ ~~
550 SPRINGFIELD RD
SHIPPENSBURG PA 17257
REV-1547 EX AFP C12-BB)
DATE 01-12-2009
ESTATE OF HECKMAN NKATHLEEN B
DATE OF DEATH 01-21-2008
FILE NUMBER 21 08-0084
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-13-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -'~ RETAIN LOWER PORTION FOR YOUR RECORDS !--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-O8~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HECKMAN NKATHLEEN B FILE NO. 21 08-0084 ACN 101 DATE 01-12-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) • 00 tax payment.
C5) 92,934.00
c6) .00
~7) .00
~$) 92, 934.00
13,787.00
(9)
Clo) .00
C11) 13.787.00
Net Value of Tax Return C12) 79, 147.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
Net Value of Estate Subject to Tax C14) 79, 147.00
NOTE: 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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 79,147.00 X 045= 3,561.62
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19.
T~V f`o Principal Tax Due
cTTTr. C19)= 3,561.62
PAYMENT
BATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-11-2008 (0009534 / 150.00 2,850.00
09-19-2008 CD010286~// .00 559.00
OL-05-2009 SBADJUST .00 2.66
TOTAL TAX CREDIT 3,561.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~
• orriiun cCC REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
`+ ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
Kathleen B Heckman 2108-0084
Deborah Washington
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
H I B-20 I Not an expense of this estate.
Row Page 1