HomeMy WebLinkAbout01-31-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE -OF~.INHERITANCE TAX pennsyLvania ~-_' ~
A-~.A`RA.~SEMENT,, 74~~~OWANCE OR DISALLOWANCE
(3F DEDUCTLQN;S~ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
' REV-1547 EX AFP C12-10)
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KEITH 0 BRENNEMAN ES6~i +~ `~~ ` ~ ~ ~ ~~
44 W MAIN ST
MECHANICSBURG PA 17055
DATE 01-25-2011
ESTATE OF HEFFELFINGER TENETH C
DATE OF DEATH 02-27-2010
FILE NUMBER 21 10-024b
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-26-2011
(See reverse side under Objections
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~--
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEFFELFINGER TENETH (FILE N0.:21 10-0246 ACN: 101 DAT
E: 01-25-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 120, 000
00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
C2} .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)
C4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
26,838.83 tax payment.
6. Jointly Owned Property (Schedule F) t6) 3, 871.46
7. Transfers (Schedule G} (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 150,710.29
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)-_ 1 9 7 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.5 9 5.5 6
11. Total Deductions
12. Net Value of Tax Return C11) 17, 566.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule C12)
J) 133, 143.51
14. Net Value of Estate Subject to Tax C13)
.00
C14) 133, 143.51
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
,
,
reflect figures that include the total of ALL returns assessed to d to and 19 will
ASS
ESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
1 3? .
X
.0 0
1 4~
_
17. Amount of Line 14 at Sibling rate .
51 x 045 =
5, 991.46
cln
18. Amount of Line 14 taxable at Collateral/Class B rate C18) no x 12 =
0 0
15 - .00
19. Principal Tax Due .
X
- .0 0
TAX CREDITS:
C19}=
5, 991 .46
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-27-2010 CD012808 299
57
. 6,500.00
TOTAL TAX PAYMENT 6,799.57
BALANCE OF TAX DUE 808.11CR
INTEREST AND PEN. .00
TOTAL DUE 808.11CR
* IF PAID AFTER DATE
FOR CALCULATION OF INDICATED,
ADDITIONAL SEE REVERSE
INTEREST IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
DUE
. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,
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