HomeMy WebLinkAbout05-17-10_ ~~N+,OTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPni%~,~'M,~~ITk~a~~ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF' ~UC'Ti~Ot~9 Ad!ID ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ - ~~~-, ~-~ ' -- ~ -~•-~~~ =
HARRISBURG PA 17128-0601
2U~U SAY ; 7 P~ ~; 34 DATE 05-10-2010
ESTATE OF HEILIG STEPHEN P
C~~~~~~~- DATE OF DEATH 03-I3-2009
G~~~'t~~i.J ~,~)RT FILE NUMBER 21 09-0414
~ ~ --_ F ~ ~ COUNTY CUMBERLAND
JILL M WINEKA Cis "~ r ~-' '~-~ti~= ~= ACN 101
PURCELL ETAL APPEAL DATE: 07-09-2010
1719 N FRONT ST (See reverse side under Objections)
HARRISBURG PA 17102 Amount Remitted
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 F- --------------
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEILIG STEPHEN PFILE N0.:21 09-0414 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: (}() ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN $ASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stacks and Bonds (Schedule B) ~y) •00 credit to your account,
.0 0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 35,734.62
6. Jointly Owned Property (Schedule F) (6) 1 , 036.02
7. Transfers (Schedule G) C7) .00
8. Total Assets c8) 36,770.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11.209.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 40,554.74
11. Total Deductions C11) 51,764.38
12. Net Value of Tax Return X12) 14,993.74-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 14,993.74-
NOTE: If an assessment was issued previously, lines 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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) -00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) _ .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 1,036.02 X 15 - 155.40
19. Principal Tax Due C19)= 155.40
TAX CREDITS:
i P DATE T I RNUMBER I INTEREST/PENT PAID (-) I AMOUNT PAID
INTEREST IS CHARGED THROUGH 05-25-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 155.40
INTEREST AND PEN. 2.86
TOTAL DUE 158.26
* 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. i/,l~i