HomeMy WebLinkAbout12-29-09NOTICE OF INHERITANCE TAX Pennsylvania ~
APP ?lit',~r,~~ ,'~~'C. NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~_~.,{'~`"`..~~',~r~'•'~
INHERITANCE TAX DIVISION OFD DB~U-;T~QNS?,}~1ND ASSESSMENT OF TAX REY-1547 EX AFP Q2-09)
PO BOX 280601 i't~U .; ~ _I i ~~ ~~ --
HARRISBURG PA 17128-0601
?Q~g ~~~ 2~ ~~ f~; ~~ DATE 12-21-2009
6 ESTATE OF HASELHUHN HELEN E
DATE OF DEATH 10-13-2008
~~-~~~~ ``~~ FILE NUMBER 21 08-1126
~~~~~~~~` ~ `-'~"~~ COUNTY CUMBERLAND
STEPHANIE KLEINFELTER ~r"`~~ry~ 'f ~ i'...~ '~`--~ • PA ACN 101
KEEPER ETAL APPEAL DATE: 02-19-2010
635 N 12TH ST STE 400 (See reverse side underpbjeetlons)
LEMOYNE PA 17043 A~ount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF 'WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
6 THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
CUT ALON RECORDS (-'-~__ _________________
_
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REV-1547 EX AFP C12-09~
R
R
N CE
A
O OR
DEDUCTIONS AND
OF
DISALLOWANCE ASSES TAX
SMENT
OF
ESTATE OF: HASELHUHN HELEN EFILE N0.:21 08-1126 ACN: 101 DATE: 12-21-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 38 3,00.0.00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 4,350,963.03 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,521,258.36
6. Jointly Owned Property (Schedule F) (6) 1,148, 031 .5$
7. Transfers (Schedule G) C7) 592,308.15
B. Total Assets cB) 7, 995.561 .09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 260.019.46
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 17,772.71
11. Total Deductions C11) 277,792.17
12. Net Value of Tax Return (12) 7,717,768.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax (14) 7,717,768.92
NOTE: If an assesswent was issued previously,
reflect figures that include the total
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
lines 14, 15 and/'or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID (-)
01-10-2009 CD010757 16,921.05
07-10-2009 CD011471 .00
C15) . 00 X
C16) 7.71 7.768.92 X
c17) . DD x
cle) • 00 x
AMOUNT PAID
00 = .00
045 = 347,299.60
12 = .00
15 = .00
C19)= 347,299.60
321,500.00
8,879.05
TOTAL TAX PAYMENT 347,300.10
BALANCE OF TAX DWE .50CR
INTEREST AND PEN. .00
TOTAL DUE .50CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)~ YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.