HomeMy WebLinkAbout10-07-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL ~L~S",, APPRAISEMENT, ALLOWANCE OR DISALLOWANCE P~'nnsylvania ~
~ ~ l
INHERITANCE TAX DIVISION +'t l~` ~~J ~ ' ~ ,~- ~ ~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' DEPARTMENT OF REVENUE
FIARRISBURG PA 17128-0601 ~L+.,~, ,, ~~~"+ ~ C REV-1547 EX AFP (12-10)
_'~~ f GCT -7 ~ Z: 4
CLERK 0~'
JANE E MAIyS~~RPH,~~'S COURT
107 BOYER ~t~~~~~~ ''y,'ri r{'~ . QiQ
ENOLA PA 17025
DATE 09-26-2011
ESTATE OF HELMAN JACQUELIN M
DATE OF DEATH 11-12-2010
FILE NUMBER 21 10-1183
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-25-2011
(See reverse side under Objections)
Aaount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS LINE _ y --RETAIN-LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 0
------------------- __________
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: R
HELMAN JACQUELIN MFILE NO.:
21 10-1183 ACN: 101 DATE: 09-26-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHAHrcn
APPRAISFn vex ~~~ .,.- ..
--- -^-~~ ~~ Re~uKn 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 (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
I1) '00 NOTE: To ensure
I2) proper
.00 credit to your account,
(3) •00 submit the upper portion
C4) •0 0 of this form with your
C5) 21 , 311.15 tax payment.
c6) .00
c7) .00
Ce) 21 31 ~ 15
C9)- 7 7~ Sn
C10)
11. Total Deductions 177 84
12• Net Value of Tax Return (11) 7,751
34
13. Charitable/Governmental Bequests; Non-elected 9113 T
14 (12) .
1 3,55 9.81
r
. Net Value of Estate Subject to T usts (Schedule J)
C13)
ax 00
NOTE: If an assesssent was issued previousl c14) 13,559 81
y,
reflect figures that include the total ofi
ASSESSMENT O ALL ~
7
t and 19 will
F TAX: returns assessed
to
d
o
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C15) •00 X 00 =
17. Amount of Line 14 at Sibling rate X 045 ° 610
20
18. Amount of Line 14 taxable at Collateral/Cl n0 X 12 = .
00
ass B rate
19. Principal Tax Due C18) .00
15 .
TAX CREDITS: X
= .00
PAYMENT c19)=
610.20
RECFrpr
DATE ~+IS~UUNT C+)
NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
-22-2011 CD014617
.00 __
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 610.20
INTEREST AND PEN. •00
.00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.