HomeMy WebLinkAbout09-11-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 1r~ (" .~I~1'f tI-C;G QE. INHERITANCE TAX
~
p
~
'
~
-
p
pR~AdSEME
.A~LOWANCE OR DISALLOWANCE
tVT~
INHERITANCE TAX DIVISION ~'` '~,r ~'`~~DUCT'IONS AND ASSESSMENT OF TAX
`
PO BOX 280601 ~
, _.~;a _; , ,w, , ;~
~ ~
HARRISBURG PA 17128-0601 ~``" REV-1547 EX AFP (01-09)
Z~Qg S~~ ~ t ~~ ~~: ~~ DATE 09-07-2009
ESTATE OF HEINEMAN LOUISE J
DATE OF DEATH 07-01-2008
C~
~~
'~ C~ FILE NUMBER 21 08-0716
-
C~~~~,~ti ~' ~~}i-'~T COUNTY CUMBERLAND
RONALD E JOHNSON ESq CLh' r~ _. j~ ,~':`~ pG, ACN 101
ANDREWS K JOHNSON APPEAL DATE: 11-06-2009
78 W POMFRET ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FDR YOUR RECORDS l--- - --------------
------------------------------------------------------------------------- ---
REV-1547 EX AFP CO1-09) 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 I01 DATE 09-07-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 3,278.58
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E] C5] 34.6 0
6. Jointly Owned Property (Schedule F] (6) .00
7. Transfers (Schedule G] (]) .00
8. Total Assets (g) 3,313.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
165.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 16.00
12. Net Value of Tax Return (12) 3, 148.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 460,019.01
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 assessed 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) 460,019.01 X 045 = 20,700.86
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) •00 X 15 = .00
19. Principal Tax Due C19)= 20,700.86
rwv rornTrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-19-2008 CD010163 842.11 16,000.00
11-24-2008 CD010554 .00 3,717.08
04-09-2009 CD011095 .00 141.67
08-31-2009 SBADJUST .00 .16
TOTAL TAX CREDIT 20,700.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN Slr NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
w orriiun cFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)