HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~,r 1 {{ !~fiQT~'CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ApPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "''-OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601 ~- (~;; , _., ~ ~.
HARRISBURG PA 17128-0601
CRAIG S DIEHL ESQ
C A DIEHL LAW OFCS
3464 TRINDLE RD
CAMP HILL PA
ZCi~9 BAR 3 i R~ i~~ , ~
a~rr~.~:~~~~ ~ ,~.,.~;~ar
~E ,~. ar,- ~ ,.. Pn
17011
REY-1547 EX AFP (01-09)
DATE 03-30-2009
ESTATE OF HOERNING RUTHELLEN
DATE OF DEATH 11-04-2005
FILE NUMBER 21 05-1028
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-29-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE '--) RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOERNING RUTHELLEN FILE N0. 21 05-1028 ACN 101 DATE 03-30-2009
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) •00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 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) 3,614.19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
e. Total Assets fig) 3, 614.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
2,505.87
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 131 .019.88
11. Total Deductions C11) 1 33 • F:2 E: • 7F:
129,911.56-
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13)
129,911.56-
14. Net Value of Estate Subject to Tax (14)
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY /`D CTTTC.
(15)
.00 X
c16) • 00 x
c17) • 00 x
(18)
00 _ .00
045 _ .00
12 _ .00
15 _ .00
c19)= .00
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.00 X