HomeMy WebLinkAbout08-27-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPI~A3SE~I~MT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DED;U~CTIONS AND ASSESSMENT OF TAX
PO BOX 2806D1 ..
HARRISBURG PA 17128-0601
ROBERT G FREY '~
5 S HANOVER ST
CARLISLE
PA 17013
tl) .00
t2) .00
c3) .00
t4) .00
c5) .00
t6) 359, b57 . 00
t7) .00
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ___________ __
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR- -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HESS NANCY GFILE N0.:21 10-0582 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: tX) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest tSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
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pennsylvan~a ~°. ~ ~ ~.
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 359 , 657.00
c9) 15,313.00
clo) .00
tll) 15,313.00
11. Total Deductions t12) 344, 344.00
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
14 f Estate Subject to Tax
t V
l
N t14) 344,344.00_
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a
e
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 344.344. DO X 045 = 15,495.4$
17. Amount of Line 14 at Sibling rate t17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due c19)= 15,495.48
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-07-2010 CD012857 774.77 14,757.60
DATE 08-23-2010
ESTATE OF HESS NANCY G
DATE OF DEATH 03-13-2010
FILE NUMBER 21 10-0582
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
TOTAL TAX PAYMENT 15,532.37
BALANCE OF TAX DUE 36.89CR
INTEREST AND PEN. .00
TOTAL DUE 36.89CR
* 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. lJ
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