HomeMy WebLinkAbout06-21-10~~~' :, ~ ~,-»A~-,~ RITANCE TAX t'1Sylvall'~t'~
APPRA ~ ,,~1-L~~~CE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,.~
INHERITANCE TAX DIVISION OF ~'t~N~'~~-~L1 ABSESSMENT OF TAX REV-1547 EX AFP t12-09)
PO 80X 280601
HARRIS8UR6 PA 17128-0601 h
~~~p ~~~ ~ j ~~~ 3~ (~~' DATE 06-14-2010
ESTATE OF HESS LESTER J
GI.~R~ ~~ DATE OF DEATH 11-30-2009
~~~ ~~~RT FILE NUMBER 21 09-1215
~~1~.~ (~~ ~ ~~, COUNTY CUMBf RLAND
JAMES D BOGAR ACN 101
1 W MAIN ST APPEAL DATE: 08-13-2010
SHT REMANSTOWN PA 17011 (See reverse side under (Jb~iecdons)
Aslount R•siittsd~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALOi~iC THIS LIME ~ RETAIN LOWER PORTION FOR
- - - - - - - - - - -- - ... - - - -.- -- - - - - -
- YOUR RECORDS
•~ - - - -'~ - - - - - - •• - ~
- - - - - -
- - - - - - - - - - - - - - - - -
-
r~ - - - - - - - - - - - - - - - - - - - - - - - -
REV-1547 EX AFP C12-09) NQTICE OF INHERITANCE TAX APPRAISEMENT, ALLOMlANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSE~iSMENT OF TAX
ESTATE OF: HESS LESTER JFILE N0.:21 09-1215 ACN: 101 DATE: 06-14-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN RASED ON: ORIGINAL RETURN
1. Raal Estate CSchedula A) C1) .0 0 NOTE; To ensure proper
2 Stocks and Bonds CSchadula B) C2) .0 0 credit to your account,
. 0 0 submit th• uRpar portion
3. Closely Hald Stock/Partnership Interest CSchedula C) C3) . of this form with your
4. Mortgages/Notes Receivable tSchedule D) C4) .0 0 tax payment.
5. Cash/Bank Doposits/Misc. Personal Property CSchedula E) C5) 1,30 6.7 6
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 442, 150.57
8. Total Assets C8) 443,457.33
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expanses CSchadula H) Cg) 14.5.0 3.1 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) •0
il. Total Deductions C11) 14,503.11
12. Net Value of Tax Return C12) 428,954.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedulo J) C13) __,,, .0 0
14. Nat Value of Estate Subject to Tax C14) 428,954.22
NOTE: If an ass~ssss:ant was issued previously, linea 14, 15 and/or 16, 17, 18 and 19 will
l
reflect figures that include the total of Al returl'IS assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rata C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) _,~,3!,$„i Q~~ - ~ X 045 ~ 19, 302.94
17. Amount of Line 14 at Sibling rate C17) -~ ~ X 1 2 ° .00
la. Amount of Linea 14 taxable at Collateral/Class B rata C18) .0 0 X 1 5 ~ .Q 0
19. Principal Tax Due C19)i 19,302.94
TAY CREIfiTS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-25-2010 D012389 965.15 18,337.79
TOTAL TAX PAYMENT 19,302.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .OD
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A •'CREDIT" CCR), YOU NAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.