HomeMy WebLinkAbout08-27-10...-,,~_... _.. NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES• APPRAI~a~M~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF DEDI~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '~ -._ .
HARRISBURG PA 17128-0601
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ROBERT P GRUB$ ESQ
3211 NORTH FRONT STREET
PO BOX 5300
HARRISBURG PA 17110-0300
Pennsylvania ~
DEPARTMENT OF REVENUE
REV ••1547 EX AFP C12-09)
DATE 08-23-2010
ESTATE OF HAFFLY JR ALBERT S
DATE OF DEATH 10-05-2008
FILE NUMBER 21 08-1048
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(See reverse side under Objections
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 t--
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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: HAFFLY JR ALBERT SFILE N0.:21 08-1048 ACN: 101
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OR
DATE: 08-23-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
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) 12, 961 .55
6. Jointly Owned Property (Schedule F) (6) 10,499.70
7. Transfers (Schedule G) (7) .0 0
s. Total Assets C8) 23,461.25
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 0.2 5 8.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,110.5 2
11. Total Deductions C11) 24, 369.43
12. Net Value of Tax Return (12) 908.18-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 908.18-
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 C16) _~ 0 x 0 4 5 = .0 0
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) 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.
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