HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX pennSy~Vanla ~~~`~~
BUREAU OF INDIVIDUAL TAXES ~-_A~''~R~4ISEME~1'~,^~"ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION •._. 01= DEDI~Gt`It~'IS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 r•,-;- REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601 ~ '-'~~
p _j j 3~ {;:` _ DATE 01-25-2011
ESTATE OF HENCH FAYE S
,,., r~„~ "~._
~ DATE OF DEATH 03-08-2010
_ "
`- '" -'
~
r
j ~
~~ ~
~ FILE NUMBER 21 10-0372
`'
' "
`
'
'
GARY L JAMES ESQ ~ ~
~ ~ ~ hf.~
%~ ? ~ ` ' COUNTY CUMBERLAND
Q
_
__
134 SIPE AVENUE
ACN 101
H U M M E L S T O W N P A 17 0 3 6 APPEAL DATE: 03-26-2011
(See reverse side under Objections )
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~--
_
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE _
_
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HENCH FAYE SFILE N0 .:21 10-0372 ACN: 101 DATE: 01-25
-2011
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
0 0
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
C2} 1,9 2 9.2 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,6 0 5.04
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7} 433, 065.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) _ 437,599.24
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) C9}___ 22,370.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) _ 1,9 7 0.0 4
11. Total Deductions
12. Net Value of Tax Return C11) 24,340.71
13. Charitable/Governmental Bequests; Non-elected 911 C12) 413,258.53
3 Trusts (Schedul
J)
14. Net Value of Estate Subject to Tax e
C13) .0 0
C14) 413, 258.53
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17
18 and 19
reflect figures that include the total ,
will
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)__ 41 ~. S8 ~3 x 045 = lg
596
63
17. Amount of Line 14 at Sibling rate ,
.
C17). f10 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = •0 0
0 0
19. Principal Tax Due .
TAX CREDITS: C19}= 18,596.63
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-08-2010 CD012871 929
83
. 18,000.00
TOTAL TAX PAYMENT 18,929.83
BALANCE OF TAX DUE 333.20CR
INTEREST AND PEN. .00
TOTAL DUE 333.20CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.