HomeMy WebLinkAbout10-28-11 (3)~t' r ,Q~,~^~ RITANCE TAX Pennsylvania ~
suaEau of INDIVIDUAL TAXES APPRA AL~~CE OR DISALLOWANCE
i -. `" ' ' ~ " ~"~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~C~'~QNS"r',A,~.L ASSESSMENT OF TAX
PO BOX 280601 ~l REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
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=` ~ IDATE 10-18-2011
ESTATE OF HEGARTY JAMES D
C~EF;h I`1r DATE OF DEATH O 1- 21- 2010
~~~_-~-(; FILE NUMBER 21 11-0027
CU4-~`. -"~ ~^"~ ~, ~ ~ per COUNTY CUMBERLAND
JEANMARIE HEGARTY ACN 101
13 SOUTHWATCFN LANE APPEAL DATE: 12-17-2011
MECHANICSBUR(~ PA 17050 (See reverse side underObjeetions)
Amount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINEI ~--) RETAIN LOWER PORTION FOR YOUR RECORDS ~' _
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REV-1547 EX AFP (12 10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEGARTY JAMES DFILE N0.:21 11-0027 ACN: 101 DATE: 10-18-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED [ ~ rueur_rn
APPRAISED VALUE OF NtETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds' (Schedule B)
3. Closely Held Sto k/Partnership Interest (Schedule C)
4. Mortgages/Notes receivable (Schedule D)
5. Cash/Bank Deposi~~ts/Misc. Personal Property (Schedule E)
6. Jointly Owned Pr~perty (Schedule F)
7. Transfers (Schad le G)
8. Total Assets
APPROVED DEDUCTIONS~iAND EXEMPTIONS:
9. Funeral Expenses~/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage L$abilities/Liens (Schedule I)
C1) .00 NOTE: To ensure proper
C2) .00 credit to your account,
C3) 14, 043.00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) .00
c6) .00
c7) 401,512.00
ca) 415.555.00
c9) 7 . 9 _ 0
clo) .00
11. Total Deductions,
12.
Net Value of Tax~
Return C11) 7,559.50
13. ,
Charitable/Goverrh mental Bequests
N
-
l (12) 407,995.50
;
on
e
ected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Est~te Subject to Tax
C14) 407,995.50
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16
17 18 a
d 19
reflect fiyulres that include the total
of ALL ,
,
n
will
returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 1~ at Spousal rate C15) 407,995.50 X 00 = 00
16. Amount of Line 1~ taxable at Lineal/Class A rate C16) _ ~ 0 x 045 = .
17. JJ
Amount of Line lq at Sibling rate
(17) .00
18.
Amount of Line 14~ taxable at Collateral/Class B ra
te (18) _[10 X 12 =
00
15 =
.00
19.
Principal Tax Duel .
X .00
TAX CREDITS: t19)= .00
L1Sl;UUNI (t)
DATE NU BER INTEREST/PEN PAID (-) AMOUNT PAID
~ IF PAID AFTER DATE INDIATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
- - _ _I
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.