HomeMy WebLinkAbout07-05-11NOTICE OF INHERITANCE TAX n
BUREAU OF INDIVIDUAL TAXES APPRAIS I~T.,, ALL,OWANCE OR DISALLOWANCE Mennsy~Van~a ~
INHERITANCE TAX DIVISION
PO BOX 280601 OF D ~~~,~s r ~°' ~ ' SSME DEPARTMENT OF REVENUE
HARRISBURG PA 17128-0601 ~,( ~-;~,~•.• ., ,_ ~ ?;~~ NT OF TAX REV-1547 EX AFP C12-10)
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~4~ ~~~ DATE 06-27-2011
4, ', r i -„
~'',~'~ ~; ESTATE OF HEUSNER JR ALBERT p
DATE OF DEATH 09-19-2010
(,'~~~K Qfi FILE NUMBER 21 10-1013
ROGER B IRWIN ESQ ~~P~,~~`~ v~~R~ ACUNTY CUMBERLAND
6 0 W P O M F R E T S T Ci~.~~~Q~=;'~~' .,-i, i0+~ ~(~ ~A N 101
CARLISLE ~ APPEAL DATE: Og-26-2011
PA 17013 (S'ee 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 _ y -_R_ETA_IN_-L_O_W__ER_ PORTION FOR YOUR RECOR
REV-1547 EX AFP C12-10~ NOTICE OF ---""---'--------------DS_ ~
INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEUSNER JR
ALBERT PFILE N0.:21 10-1013 erN. ,.,,
TAX RETURN WAS : c ) ACCEPTED AS FILED i V 1 uh ~ C ~ U b - 27 - 201 1
APPRA7s~n vw~ ~~~ .,~ .., c X) CHAN~Fn ~.-~
---- -^"'~ yr Rt1UKN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds [Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers cSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~~c AiiACHED NOTICE
cl) .00
c2) 907, 377.39
c3) .00
c4) .00
cs) .00
c6) .00
cn 212,644.01
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 1,120,021 40
c9)- 42 , 8~ 1 ~n
clo)
11. Total Deductions .0 0
12. Net Value of Tax Return C11) 42,851
20
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
14
t C12) .
1,0 7 7,17 0.2 0
. Net Value of Estate Subject to Tax us
s (Schedule J)
C13) 864 526.19
NOTE: If an assessment was issued previousl C14) 212,644 O1
reflect figures that
ASSESSMENT y, li
include the total of nes
ALL 14, 15 and/o
~
7 8 and 19 will
OF TAX: returns assessed
to
d a
te
15. Amount of Line 14 at Spousal
rate .
16. Amount of Line 14 taxable at Lineal/Class A rate Cis) '0 0 X 0 0 =
• 00
17. Amount of Line 14 at Sibling rate c16) _21? 644 O1
X 045 = 9, 568.98
18. Amount of Line 14 taxable at Collateral/Class B n ~ X 12 =
.00
19. Principal Tax Due rate Elg) .00 X 15 =
TAX CREDITS: .00
PAYMENT c19)= 9,568.98
RECEIPT
DATE
DISCOUNT (+)
NUMBER
12-15-2010 INTEREST/PEN PAID (-) AMOUNT PAID
CD013790
478'45 9,090.53
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 9,568.98
.00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" cCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
~~~ t
~ p perms lvania
Y
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
P 171 - 0
DECEDENTS NAME
ALBERT P HEUSNER JR
REVIEWED BY
H. Moore
SCHEDULE I INO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
FILE NUMBER
ACN
21 10-1013
101
1500 Amounts passing in trust to the surviving spouse have been moved to line 13 of the
return. A return will need to be filed in the surviving spouses estate identifying the
value of the trust at that point.
ROW
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