HomeMy WebLinkAbout11-23-11- t ~r - .-, ., O~rICE OF INHERITANCE TAX Pennsylvania'
BUREAU OF INDIVIDUAL TAXES` -` Ae~~AI T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF D~DC~1'CTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 i
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-10)
,,
" " "' "' ~ - DATE )1-14-2011
ESTATE OF l1ENSCHEN HOMER E
r~~- ~'~~ DATE OF DEATH 08-10-2010
r _ ~;; FILE NUMBER 21 10-0858
ROBERT C SAIDI~`~'~`' ~ ~. `.~ J .1~J., f~a, COUNTY CUMBERLAND
26 W HIGH ST ACN 101
CARLISLE APPEAL DATE: 01-13-2012
PA 17013 (See reverse ,side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE P,A 17013
CUT-ALONG THIS LINE 1 --R_ETA_IN-LOWER POR_TION_ FOR YOUR RECORDS F--
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF: HENSCHEN HOMER EFILE N0.:21 10-0858 A(:N:
101 DATE: 11-14-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .00 NOTE: To ensure
proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) 8 72'74 6.2 2 credit to your account,
4. Mortgages/Notes Receivable (Schedule D) C3) .00 submit the upper portion
.00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,64 3.01 tax payment.
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (6) 16 , 705.59
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12- Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
to 975;,852.71
c8) 1_,877 947 53
C9)_ 857 ~9
clo) 3 •, 982.04
Non-elected 9113 Trusts (Schedule J)
NOTE: If an assessment was issued previously, lines 14, 15
reflect figures that include the total of ALL return
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE V~+ DISCOUNT C+)
NUMBER INTEREST/PEN PAID (-)
10-29-2010 CD013579
05-09-2011 CD014432 3.157.89
.00
INTEREST IS CHARGED THROUGH 11-29-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
cll) 89,453.63
nz) 1,788,493.90
c13) . 00
cl4) 1,788,493 90
and/ar 16, 17, 18 and 19 will
s assessed to date.
00 = .00
045 = 74,360.32
12 = .00
15 = .00
C19)= 74,360.32
60,OiD0.00
10,4!i0.77
TOTAL TAX PAYMENT
73,608.66
BALANCE OF TAX DUE
751.66
INTEREST ANCi PEN. 12.51
TOTAL DUE I 764.17
~_
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
c15) 136,042.25 X
(16)_ 1 .657 .51 65 X
C17)_ n-~2 X
c18) . 00 X
REV-1470 EX (01-10)
~ ' pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
Po BOX Zaoso~
1ECEDENT'S NAME
Homer E. Henschen
IEVIEWED BY
W Lyons
SCHEDULE I INO.
F
1
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
The Commonwealth does not recognize "Convenience" accounts.
N
2110-0858
101
Pape 1