HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRATSEMENt,•ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCtI,ONS ANp ASSESSMENT OF TAX
PO BOX 28D601
HARRISBURG PA 17128-0601 ~_. .. REV-1547 EX AFP C12-OB)
n ~jDA~~~TnLE 01 -27-2009
i ~FU~ J~F~ ~u ~I~ {C.E~FATE~ OF HELT RICHARD B
DATE OF DEATH 01-05-2008
F C7'\ ;J~ FILE NUMBER 21 08-0373
Cis
ORPH,~Pf ~ ~(~~'(COUNTY CUMBERLAND
NELSON J SACK ~l'~~ ~-•,, ~N 101
4TH FLR APPEAL DATE: 03-28-2009
11 S O L I V E S T ( See reverse side under Objections
MEDIA PA 19063 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 ~-
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REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HELT RICHARD B FILE N0. 21 08-0373 ACN 101 DATE 01-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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
~1) .00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
I3) of this form with your
~4) .00 tax payment.
I5) 196,819.66
c6) .00
cn .00
~$) 196,819.66
APPROVED DEDUCTIONS AND EXEMPTIONS: 25,201.59
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19.723 .28
11. Total Deductions (11) 44.924.87
151 , 894 .79
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Nonelected 9113 Trus ts (Schedule .I) (13)
151,894.79
14. Net Value of Estate Subject to Tax C14)
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:
151,894.79 00 .00
15. Amount of Line 14 at Spousal rate (15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 . . 00
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.
I+~ Principal Tax Due
f'TTTG.- (19). .00
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
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 REgUIRED. ~.~.,
FOR CALCULATION DF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEL
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)