HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _'` APPRA~~'E ~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF 1~E~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~. - ~'_I ~
Pennsylvania ~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
~.j~ DATE 08-15-2011
ESTATE OF HEISEY ESTHER M
r! CR~. nr DATE OF DEATH 09-05-2010
` `~ T
~~1
'n+
o
~'~ FILE NUMBER 21 10-1061
,
i
~ v
EDWARD A HEI
a i ,,_~ Pa
4~'
~~'~'' " l
COUNTY CUMBERLAND
.
13031 TRIPLE CROWN LOOP ACN
LO1
GAINESVILLE
VA 20155 APPEAL LIATE: 10-14-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGIST
D
ER OF
WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ --R_ETA_IN LOWER POR_TION
- -- --- ------------
FOR YOUR RECORDS •~
REV-1547 EX AFP
012-10) NOTICE OF INHERITANCE
DISALLOWANCE _
TAX APPRAISEMENT, ALLOWANCE
--------------
OR
OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEISEY
ESTHER MFILE N0 .:21 10-1061 ACN:
101
DATE
: 08-15-2011
TAX RETURN WAS: (X) gCCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (1) 23Gr, 000.00 NOTE: To ensure proper
3. Closely He].d Stock/Partnership Int (2) 131.,117.32 credit to your account,
erest (Schedule
4. Mortgages/Notes Receivabl C)
(3) ,00 submit the upper portion
e (Schedule D)
C4)
00 of this form with
Your
5. Cash/Bank Deposits/Misc. Personal Property (Sched .
ule E) (5) 75
70
198 tax payment.
6. Jointly Owned Property (Schedule F) ,
,
7. Transfers (Schedule G) (6) .00
n) 115,204.48
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (s) 556,520 50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H)
10. Debts/Mortgage Liabilities/Liens (Sched
l (q) 6.7 0.00
u
e I)
clo) 89.00
11. Total Deductions
12• Net Value of Tax Return (11) 6,$09.00
(12)
13. Charitable/I;overnmental Bequests; Non-elected 9113 Tru
t 54 9,711.50
14. Net Value of Estate Subject to Tax s
s (Schedule J)
(13) •00
NOTE: If an assessment was issued previously (14)
lin
1 549,711 50
,
reflect figures that include the tot
l es
4,
~
7 and 19 will
a
ASSESSMENT OF TAX: of ALL returns assessed
to
d ate
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) 00 X 00 = .0 0
17. Amount of Line 14 at Sibling rate (16) X49 71 I ~ X 045 = 24, 737.02
18. Amount of Line 14 taxable at Collateral/Class B
ra
19. Principal Tax Due te (18)
' 00 X i5 =
. 00
TAX CREDITS: (19)= 24,737.02
'^ "'°^' RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-22-2010 CD013534
06-02-2011 CD014537 1,184.21 22,Ei00.00
.00 1,0152.84
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
24,737.05
BALANCE OF 1"AX DUE
.03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.