HomeMy WebLinkAbout08-31-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ,,,.-„..-- ~~,, N.OT7~~~ OF INHERITANCE TAX
,~ ' ~ ~~ ASP-RAI'SfMENT_, ALLOWANCE OR DISALLOWANCE
{ yOF DEDLkCTIQNS AND ASSESSMENT OF TAX
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HECKSCHER ETAL
100 FOUR FALLS STE 30
W CONSHOHOCKEN PA 19428
REV-1547 IX AFP CO1-09)
DATE 08-24-2009
ESTATE OF NOYES MARGARET H
DATE DF DEATH 03-04-2008
FILE NUMBER 21 08-0410
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
CUT ALON_6 THIS LINE _ ~- R_ETA_IN LOWER POR_TION_ 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 NOYES MARGARET H FILE N0. 21 08-0410 ACN 101 DATE 08-24-2009
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) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 508 ~ 750.5$ credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,17 5.8 6
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) 33, 930.04
8. Total Assets (g) 547, 856.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,834.30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10 7.7 5
11 . Total Deductions (11) 1 B . 94? _ 0~
12. Net Value of Tax Return C12) 528, 914.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 528, 914.43
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 154,206.30 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 374, 708.13 X 045 = 16, 861 .87
17. Amount of Line 14 at Sibling rate (17) .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 Clg)- 16,861.87
TAY rOrnTTC.
A N
DATE C I T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-03-2008 CD010593 .00 10,000.00
12-03-2008 CD010594 .00 6,861.87
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 16,861.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN ~1, 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.)