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HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE •- ~, yAT,LCE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES '=i /~PPRA~~E~MI~NT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION r.9F'1~EDUGTIONS AND ASSESSMENT OF TAX PO BOX 280601 r ~,~ C`~ `;~ „... HARRISBURG PA 17128-0601 ZUU4 JE1L -6 AM I1: oy V~4~~ OF~HAN'S B~+U~RT MILDRED AUGHENBAUGI~~~~~,~~ ~Vr 400 HIGHWAY 1283 LORIS SC 29569 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 HAWBALER HELENA FILE N0. 21 08-1234 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) 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) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return REV-1547 EX AFP CO1-09) NOTE: Ta insure proper credit to your account, submit the upper portion of this form with your tax payment. ~$) 9,019.97 C9) 1,195.26 clo) 593.26 (11) 1.788.52 c12) 7,231.45 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 7,231.45 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 c15) • 00 X 00 = . 00 c16) 7,231.45 X 045 _ 325.41 cln • 00 X 12 = . 00 c1B) .00 X 15 .00 c19)= 325.41 ~^ PAYMENT~v DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 01-26-2009 CD010817 16.27 325.41 TOTAL TAX CREDIT 341.68 BALANCE OF TAX DUE 16.27CR INTEREST AND PEN. .00 TOTAL DUE 16.27CR , * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. 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 FOR INSTRUCTIONS.) cl) .00 c2) .00 c3) .00 c4) .00 c5) 9 , 019.97 c6) .00 I7) .00 DATE 06-29-2009 ESTATE OF HAWBALER HELENA DATE OF DEATH 11-30-2008 FILE NUMBER 21 08-1234 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 08-28-2009 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: