HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APRRAI,S,EM,EHT,, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX D1v1s1DN Of DED'UC'TIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (12-09)
HARRISBURG PA 17128-0601 -_, ., `
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MICHAEL L BANGS ~' " `"
429 S 18TH ST ~ ~~"
CAMP HILL PA 17011
DATE 03-22-2010
ESTATE OF HELINSKI JOSEPH P
DATE OF DEATH 03-25-2009
FILE NUMBER 21 09-0345
COUNTY CUMBERLAND
ACN 1 iD 1
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE: SQUARE
CARLISLE Pt1 17013
CUT ALONG THIS LINE ---! RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT
ALLOWANCE
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O
,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX R
ESTATE OF: HELINSKI JOSEPH PFILE N0.:21 09 -0345 ACN
: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 168,260
94
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) .00
(3) .00 credit to your account,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C4) .00
C5) 3,950.66 tax payment.
6. Jointly Owned Property (Schedule F) C6) 256,,066.10
7. Transfers (Schedule G)
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 428.277 70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 7 1 .9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9595.9 7
11. Total Deductions
12• Net Value of Tax Return C11) 35,108.90
13. Charitable/Governmental Bequests; Non-elect
d (13) 39 3,168.80
e
9113 Trusts
14. Net Value of Estate Subject to Tax (Schedule J) •00
c14) _ 393, 168.80
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of ALL ,
,
returns
and 19 will
ASSESSMENT OF TAX: assessed to d to
15. Amount of Line 14 at Spousal rate (15) .00 -
00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) -
i9; , 7 68 X
X 045 =
~ • 00
17. Amount of Line 14 at Sibling rate - 17, 692.60
cln
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .~ x 12 =
00
15 - .00
19. Principal Tax Due .
x
- •00
TAX CREDITS: (19)= 17,692.60
~"`r^°ry~ RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
6-22-2009 CD011393 884.63
AMOUNT PA1:D
,500.
TOTAL TAX PAYMENT 18,384.63
BALANCE OF 7'AX DUE 692.03CR
INTEREST AND PEN. .00
TOTAL DUE 692.03CR
* 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 INSTRUCTIDNS.