HomeMy WebLinkAbout04-08-114 :,' ~''~" ~ ~' NOTICE OF INHERITANCE TAX pennsylvan~a ~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r°
BUREAU OF INDIVIDUAL TAxES ~ _ OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-lo)
INHERITANCE TAX DIVISION ~` ! ~ ^ ~ ~ ~ r
. a , ',J
PO BOX 280601 '~ ~ ~ ~"~ j ~ ~ ( .-. a
HARRISBURG PA 17128-0601
C,.~.E~~~ ~,r
~p~.~~J ~~ vLJ,ta~, ; j
.y
JILL M WINEKA ESQ
1719 N FRONT ST
HARRISBURG PA 17102
DATE 04-04-2011
ESTATE OF HACKMAN ELEANOR F
DATE OF DEATH 04-15-2010
FILE NUMBER 21 10-0504
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-03-2011
( See reverse side under Objections
Amount Remitted -1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN_LOWER_PORTION__FOR
--~
CUT ALONG THIS LINE _YOUR _RECORDS_ ~ __ _________________
__
_
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANC
ANDR ASSES SMENTAOFOTAXCE OR
TIONS
DISALLOWANCE OF DEDUC
ESTATE OF: HACKMAN ELEANOR FFILE N0.:21 10-0504 ACN: 101 DATE: 04-04-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
•~ ~
NOTE: To ensure proper
1. Real Estate (Schedule A) C1) .~ 0 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
~ 0 of this form with your
t
4. Mortgages/Notes Receivable (Schedule D) (4) •
9 , 464 .49 .
tax paymen
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 194,923.82
6. Jointly Owned Property (Schedule F) (6)
11 , 408 .78
7. Transfers (Schedule G) C7)
09
797
215
(8) .
,
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(11) 24,274.28
(12) 191,522.81
(13) .00
(14) 191,522.81
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
NOTE:
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX: .00 x 00 = .00
15. Amount of Line 14 at Spousal rate C15)
00 x 045 =
.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
= 0 0
(17)
17. Amount of Line 14 at Sibling rate . DO X 12
81 x 15 =
522
191 .
728.42
28,
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .
,
(19)= 2 $,7 2 8.4 2
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-13-2010 CD013055 1,421.05 27,000.00
48
307
01-20-2011 CD013923 .11-
00 .
.02
03-28-2011 SBADJUST .
TOTAL TAX PAYMENT 28,728.42
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.
(9) 12.137.10
(lo) 12.137.18
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax