HomeMy WebLinkAbout04-30-10NOTICE OF INHERITANCE TAX
--APFR•Ai'SfNi`~RI:,i~~`1LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES - ,~
INHERITANCE TAX DIVISION _ _ D~.~DEDUGTI~NS AND ASSESSMENT OF TAX
PD BOX 280601 ..
HARRISBURG PA 17128-0601 `
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3904 TRINDLE RD
CAMP HILL PA 17011
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 04-26-2010
ESTATE OF HECK SR JOSEPH D
DATE OF DEATH 07-28-2009
FILE NUMBER 21 09-0911
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-25-2010
(See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE. SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HECK SR JOSEPH DFILE N0.:21 09-0911 ACN: 101 DATE: 04-26-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,QQ 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) (5) 36,597.46
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 36 , 597.46
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7.38 1.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 7,381.00
12. Net Value of Tax Return (12) 29,216.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 29,216.46
NOTE: If an assessment 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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
(15) 29,216.46 X
C16) .00 X
(17) .00 X
C18) .00 x
AMOUNT PAID
00 - .00
045 = .00
12 = .00
15 - .00
c19)= .00
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ ~