HomeMy WebLinkAbout08-31-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
VL.L-~~ J~
t~RPHAN `S C~U~
GERALD J SHEKLETSKI
STONE ETA
PO BOX E
NEW CUMBERLAND PA 17070
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~#JOTI~E OF INHERITANCE TAX
_° i APP]ZAIS~M~ENT, ALLOWANCE OR DISALLOWANCE
`~ "-OF '-DEDUCTi'ONS AND ASSESSMENT OF TAX
DATE 08-24-2009
ESTATE OF HIRSCH C E
DATE OF DEATH 12-23-2008
FILE NUMBER 21 09-0021
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-23-2009
(See reverse side under Objections)
Amount Remitted ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2~~~ BUG 31 P~ 3~ 4b
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ _ ___ ___________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HIRSCH C E FILE N0. 21 09-0021 ACN 101 DATE 08-24-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNrN6 FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 155, 055.60
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) 248, 113.02
7. Transfers (Schedule G) C7) 147,540.66
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
550,709.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
20,446.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions C11) 70 .446 _ 4~
12. Net Value of Tax Return C12) 530,262.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Sub~ect to Tax C14) 530,262.85
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) •0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 530 , 262.85 X 045 = 23, 861 .83
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 23, 861.83
TAY /`DCTITTG .
^ . v .
DATE
R C T
NUMBER
COON C+
INTEREST/PEN PAID C-)
AMOUNT PAID
D3-19-2004 CD011015 1,193.09 22,668.74
TOTAL TAX CREDIT 23,861.83
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.)