HomeMy WebLinkAbout03-31-09~ COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r, -~V,O.T-IGB- OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ,,~~ _Ap'PRA $~~M~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION !!'DF AEp.UCTiONS AND ASSESSMENT OF TAX
PO BOX 280601 ,_ _; ~. ! [ ` i ,,,, .,
HARRISBURG PA 17128-0601
REV-1547 EX AFP CO1-09)
209 ~kR 3 I ~~~~ f ~~ ! z DATE 03-30-2009
ESTATE OF HELMAN JR WALTER R
DATE OF DEATH 02-16-2008
C~~~!~t ~~~ FILE NUMBER 21 08-0482
ORPF'~,~~;'~ ~~i~l;'RT
COUNTY CUMBERLAND
JANE E MAUST CJ!'," "! "'~) , ~~ ACN 101
107 BOYER ST APPEAL DATE: 05-29-2009
PO BOX 35 (See reverse side under Objections)
SUMMERDALE PA 17093 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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HELMAN JR WALTER R FILE N0. 21 08-0482 ACN 101 DATE 03-30-2009
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) (1) 137,506.20 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,000.00
6. Jointly Owned Property (Schedule F) (6) 8, 071 . OD
7. Transfers (Schedule G) (7) .00
8. Total Assets Ce) 150,577.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,212.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 6. _f10
12. Net Value of Tax Return C12) 144, 365.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (133 •00
14. Net Value of Estate Subject to Tax C14) 144,365.20
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 C15) 144,365.20 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .00
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) •OD X 15 = .00
19. Principal Tax Due C19)= •00
TAY (`DFi1TTC.
PAYMENT
DATE RECEI T
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS RE4UIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.)
t
REV-1470 EX (E88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIV4DUAL TAXES
PO Box 280601
HARR{SBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Helman, Walter R. Jr. 2108-0482
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO_
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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