HomeMy WebLinkAbout04-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r, ~Q.T.I,C~ OF~INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AFPL~A1~5'~lfENT', AtiL,~WAMCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF 'D~D,UCTxONS„AN,D-ASSESSMENT OF TAX
PO BOX 280601 1-iy
HARRISBURG PA 17128-0601 "'' `' ~~ REY-1547 EX AFP (01-09)
ZQQg ~P~ ~ 3 ~ 14: ~~TE 04-13-2009
TATE OF HEINEMAN LOUISE J
DATE OF DEATH 07-01-2008
CL~~i~ ~~~- FILE NUMBER 21 08-0716
Or~I~'t ir;P~~u~ r r~~(~}~j COUNTY CUMBERLAND
RONALD E JOHNSON C~~P;4'~' I_ ^~'' "-' 1 p~ACN 101
78 W POMFRET ST ~ APPEAL DATE: 06-12-2009
CARL I SL E PA 17 013 (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 (~ --------------
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEINEMAN LOUISE J FILE N0. 21 08-0716 ACN 101 DATE 04-13-2009
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)
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)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(1) .00 NOTE: To insure proper
~2) 333,835.40 credit to your account,
(3) .00 submit the upper portion
of this form with your
c4) 117,621.98 tax payment.
c5) 2 , 958.24
c6) 2,731.27
c7) 18,624.14
ce) 475, 771.03
18,408.77
(9)
c10) 491 .43
(11) 18.90.?0
c12) 456,870.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 456,870.83
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 ( QFTITTC•
C15) .00 X
c16) 456,870.83 X
C17) • 00 X
C18)
.00 X
00 _ .00
045_ 20,559.19
12 _ .00
15 _ .00
c19)= 20,559.19
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-19-2008 CD010163 842.11 16,000.00
11-24-2008 CD010554 .00 3,717.08
TOTAL TAX CREDIT 20,559.19
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 REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)