HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX pennsylvania a'~~~~ ;
BUREAU OF INDIVIDUAL TAxES „/q,PPRAL.$EM.F-N~,~ ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAx DIVISION OF DEbU~T.~ONS AND ASSESSMENT OF TAX
PO BOX 280601 its REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601 .`
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~ DATE 01-25-2011
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~ ESTATE OF HESS
NANCY G
DATE OF DEATH 03-13-2010
~ti1~_~t~-,~ti ',;~ FILE NUMBER 21 10-0582
ROBERT G FREY `~ ' ' ~ ~~ ~ -~'-1r~T
~ COUNTY CUMBERLAND
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~" AC N 101
5 S HANOVER ST - - ' `
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APPEAL DATE: 03-26-2011
CA R L I S L E P A 17 013 (See reverse side under Objections
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE -- --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F--
REV-15 _
47 EX AFP C12-10~ 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: 01
-25-2011
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1)
0 0
2.
Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
(2) .0 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)
0 0
5. .
tax payment.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) 24, 276.00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 24,276.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) C9) 7 9 14
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions
12.
Net Value of Tax Return C11) 379.14
13. (12) 23,896.86
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14.
Net Value of Estate Subject to Tax C13) .0 0
C14) 368 240.86
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17
18 and 19
reflect figures that include the total
ASSESSMENT OF TAX• ,
will
of ALL returns assessed to date.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
06-07-2010 CD012857 776.72
09-20-2010 CD013374 .00
C15) .00 x 00 = .00
C16)-- 368. 40 86 x 045 = 16,570.84
C17) oo x 12 = .00
c18) .00 x 15 = .00
C19)= 16,570.84
AMOUNT PAID
4,757.60
1,075.36
TOTAL TAX PAYMENT 16,609.68
BALANCE OF TAX DUE 38.84CR
INTEREST AND PEN. .00
TOTAL DUE 38.84CR
* 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.