HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTI,CJ= OF` INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION O~ DEDUCTIONS AND, ASSESSMENT OF TAX
PO BOX 280601
REV-1547 EX AFP (12-OB)
HARRISBURG PA 17128-D601
Z~J9.3~#~ 3~ ~~ ~~; ~TE 01-•27-2009
ESTATE OF HE]:NLEN KENNETH L
Ci~~~~ (~ DATE OF DEATH 07••30-2008
0(`~PH~ap,l'C ,~~~~~~• FILE NUMBER 21 08-0810
+ ~i V
RONALD L HEINLEN ~'~~'~~~~-~`~-`r`~~'~'~ ~,0., {]/COUNTY CUMBERLAND
ACN 10 ]l
635 MIDWAY RD APPEAL DATE: 03-28-2009
YORK HAVEN PA 17370 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CI] COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~1 __RETAIN-LOWER_PORTION_FOR-YOUR-RECORDS_ ~____________________
REV-1547 EX AFP (12-08] NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEINLEN KENNETH L FILE N0. 21 08-0810 ACN 101 DATE 01-27-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .OD NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,DO credit to Your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 177,068.24
7. Transfers (Schedule G) (7) .00
B. Total Assets fig) 177,068.24
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,887.36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,560.57
11. Total Deductions (11) 11 .447.93
12. Net Value of Tax Return (12) 165,620.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .i) C13) .00
14. Net Value of Estate Subject to Tax Il4) 165, 620.31
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:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) • X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 165,620.31 X 045 = 7,452.92
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
C19)_ 7,452.92
19. Principal Tax Due
IMA VI~GLi 1
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-09-2008 CD010388 371.61 7,060.67
PAYMENT MUST BE MADE BY 04-30-2009*.
TOTAL TAX CREDIT 7,432.28
BALANCE OF T'AX DUE 20.64
INTEREST AND PEN. .00
TOTAL DUE 20.64
i
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. i
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~UE_ /
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I7v`~J