HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. •~a-, -~ ~AZ~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .AP~RAI$„EdN~ T; ;ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ D E TION~S AND ASSESSMENT OF TAX
PO BOX 280601 t `~ s ~ ~. ~~.
HARRISBURG PA 17128-0601 ~ ` ~ `'f` " °=^°
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BOGAR & HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP CO1-09)
DATE 06-29-2009
ESTATE OF HECKERT CHARLES R
DATE OF DEATH 05-12-2008
FILE NUMBER 21 08-0632
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-28-2009
(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 HECKERT CHARLES R FILE N0. 21 08-0632 ACN 101 DATE 06-29-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 92,518.70
2. Stocks and Bonds (Schedule B) (2) 941.29
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 519.4 0
6. Jointly Owned Property (Schedule F) (6) 1,809.45
7. Transfers (Schedule G) C7) .00
8. Total Assets (g)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
95,788.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,021 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 49.474 .67
11. Total Deductions (11) 62,49F:.67
12. Net Value of Tax Return (12)
33,293.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
33,293.17
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) 7,870.94 X 12 _ 944.51
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 25,422.23 X 15 _ 3,813.33
19. Principal Tax Due C19)= 4,757.84
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 07-14-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,757.84
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 99 08
TOTAL DUE 4,856.92
~ 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" (CR), YOU MAY BE DUE
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