HomeMy WebLinkAbout07-09-10 ~
,..~~,,~,.,~.~„~I~,I~, ~ ~ INHERITANCE TAX pennsylvan~a ~ ~~~
~p~AY~S.EN1~N~ 1~LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION .~;--~~ -,-_._
('~y~~•;:D~~~y;E~.i~~01~ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
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DATE 07-05-2010
ESTATE OF HESS FERN E
~~~~`~~- DATE OF DEATH 07-20-2009
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'~iY FILE NUMBER 21 09-0918
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, i CUMBERLAND
COUNTY
LINDA J OLSEN ,
~ ~ ACN 101
218 PINE ST APPEAL DATE: 09-03-2010
(See reverse side under Objections
P O BOX 8 8 b
HARRISBURG PA 17108-088b 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 E~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HESS FERN EFILE N0.:21 09-0918 ACN: 101
----------------
OR
DATE: 07-05-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •~ ~ NOTE: To ensure proper
(2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~ 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,8 5 2.2 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) b , 852.20
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,21 5.4 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 0.0 0
C11) 10, 265.43
11. Total Deductions 23-
413
3
12. Net Value of Tax Return C12) .
,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 3,413.23_-
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAY rRFT)TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
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. ^~/~