HomeMy WebLinkAbout09-14-11BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAI ~;,.,_~LLq~ Pennsylvania
Po sox zao6ol OF D ' OR DISALLOWANCE ~
HARRISBURG PA 17129-ocol (" ~ , ~iWS ~"°~~OESSMENT OF TAX DEPARTMENT OF REVENUE
,~,i ~,~ EV-1547 IX AFP (12-10)
-(~ ~ J%~ ~,~ ~:`` ~~;: D,ATE 08-29-2011
MATE OF HEISHMAN
DATE OF DEATH 01-24-2011 RUTH R
CLERK nF FILE NUMBER 21 11-0219
JAMES D BOGAR ~RPHgN`S rO(,jR~' COUNTY
ONE WEST MAIN ST ~'~~~'~~~~'~ %^~P~!(~'1 f`"~ ~,~-CN CUMBERLAND
SHIREMANSTOWN APPEAL DATE:
PA 17011 10-28-2011
(See reverse side under Objections)
Amount Re~nftted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE: SgUARE
CUT ALONG THIS LINE CARLISLE PA 17013
REV-1547 EX AFP C12-10) NO ICEROFAINHERITANCERTAXNAPpR-Y~UR RECORDS f..`
ESTATE OF: DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTAOFOTAXCE OR -----
HEISHMAN RUTH
RFILE N0.:21 11-0219
TAX RETURN WAS: ( ) ACN: 101 DATE: 08-29-2011
APPRAISED VALUE OF X ACCEPTED AS FILED ( ) CHANGED
1• Real Estate (sc Rdu eRA) BASED ON: ORIGINAL
RETURN
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 (Schedule E)
6• Jointly Owned Property (Schedule F)
7• Transfers (Schedule G)
B• Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens CSchedul
(1)
(2) .00
NOTE: To ensure pro
(3)
•00 per
credit to your account,
•00 submit the upper porti
(4)
•00 on
of this form with your
(5) 46, 921 .20 tax payment.
(6) 95, 900.00
(~) 89, 960.29
ca) 232 781.49
(9) ?7 0 7
11. Total Deductions a I) (10)
.00
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; C11) 2 7,30 2.5 7
14. Net Value of Estate Subject to Tax Non-elected 9113 Trusts [Schedule J) C12) 20 5,4 78.92
NOTE: (13) .00
If an assesswent was issued previously, (14)
reflect figures that include the total of A~ returns ass 205 478.92
lines 14, 15 and/or 16, 17, 18 and 19
ASSESSMENT OF TAX: will
15. Amount of Line 14 at Spousal rate essed t0 date.
16. Amount of Line 14 taxable at Lineal/Class A rate (15)
17• Amount of Line 14 at Sibling rate I16)_ 7D~ ~ 00 X 00 = • 00
~9~ X 045 =
1B• Amount of Line 14 taxable at Collateral/Class B rate (17) 9'246.55
19. Principal Tax Due X 12 =
TAX CREDITS: (la) • 00
.00 X 15 .00
PAYMENT (19) 9, 246.55
RECEIPT
DATE NUMBER DISCOUNT (+)
04-19-2011 INTEREST/PEN PAID (-)
06-08-2011 CD014335
CD014550 457.7(,
.00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
,o~,.su
91.29
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 9'246.55
INTEREST AND pEN• •00
TOTAL DUE •00
IF TOTAL DUE IS REFLECTED AS A .. •00
A REFUND. SEE REVERSE SIDE OF THISEFORM FOR)r YOU MAY BE DUE
INSTRUCTIONS.