HomeMy WebLinkAbout06-20-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL ~~~~I ~ .. ~ ~~ EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~,-,;,~ - ;-_ ;;pFCDEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 k~-~``~~ ~ "' ` `' ~ ''I=-~'1
;: f i 3 ,t ,
.CLERK ~F
QRPN`S COURT
PAULA J MC~~~'~..~~v , ~?~,
12TH FLR
17 N 2ND ST
HARRISBURG PA 17101
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10) ~`
DATE 06-13-2011
ESTATE OF HOENER WALTER R
DATE OF DEATH 01-08-2011
FILE NUMBER 21 11-0064
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: Og-12-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ --R_ETA_IN-LOWER PORTION FOR YOUR RECORDS
REV-1547 EX AFP C12-10~
--------- E--~
NOTICE OF INHERIT
DISALLOWANCE O ---------------------------- _____
CE O
---"
R
'
A
O
F DEDUCTIONS
ESTATE 0F: HOENER AND
ASSESSME
NT
OF TAX R
WALTER RFILE NO.:
21
11-0064 ACN:
101
1ATE
TAX RETURN WAS : t X ) ACCEPTED AS
F I LED :
0 6 - 13 - 201 1
C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) •0 0 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Sched
l C2) 3'536,154 .15 credit to your account,
e C)
u
4. Mortgages/Notes Receivable (Schedule D) C3) •0 0 submit the upper portion
of thi
5. Cash/Bank' Deposits/Misc. Personal Property (Schedul C4)
.0 0 s form with your
tax payment.
e E
6. Jointly Owned Property (Schedule F) )
(5) 497' 515 .83
7. Transfers (Schedule G) C6) •0 0
c7) 224, 972.35
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 4,258,642 33
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) :7.319 0
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c1o) 60
11.
Total Deductions ,216.77
12. Net Value of Tax Return C11) 87,535.79
13.
1 Charitable/Governmental Bequests;
Non-elected 9113 Trust C12) 4, 171, 106.54
4. s
Net Value of Estate Subject to Tax (Schedule J)
c13)
1 , 388 , 368 84
NOTE: If an assessment was issued previousl (14) 2,782,737 70
y, lines
reflect figures that include the tot
l 14, 15 and/or 16
~
7 and 19 will
a
of ALL
ASSESSMENT OF TAX: returns assessed
to
d te.
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
DATE DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-)
04-07-2011 CD014266
20,812.75
PAYMENT MUST BE MADE BY 10-08-2011*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
c15) .00 X 00 = .00
c16) ~~ x 045 =
• 00
c17)
x
'`a0 12
_
c18) 2, 782, 73 i' . 70 X
15 = . 0 0
417, 410.66
c19)= 417,410.66
AMOUNT F'AID
95 ,, 442. 3
TOTAL TAX PAYMENT
416,255.09
BALANCE OF TAX DUE
1,155.57
INTEREST AND PEN. .00
TOTAL DUE I 1,155.57
~_
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OAF THIS FORM FOR INSTRUCTIONS.