HomeMy WebLinkAbout12-19-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX pennsylvarna ~ ~~~
~F ~ _,
~PF~R'A3S~MEi~~j-, ~~LLOWANCE OR DISALLOWANCE -
OF DEDUC.~II DEPARTMENT OF REVENUE
r ~- QNS AND ASSESSMENT OF TAX REV-1547 EX AFP <1z-11)
!,(~ICLcR1t r,r ~;
~n~ oi~f r i' f~ ,~ i`~~.'~ (~ r
JACQUELINE M VERNE`Y`'~'S~ ~ F ~ n~ ~a
44 S HANOVER ST
CARLISLE PA 17013-3306
DATE 12-19-2011
ESTATE OF HETRICK STEVEN M
DATE OF DEATH 01-25-2011
FILE NUMBER 21 11-0268
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-17-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER Of= WILLS
1 COURTHOU>E SQUARE
CARLISLE F'A 17013
CUT-ALONG-THIS-LINE -~ RETAIN LOWER PORTION FOR YOUR RE
ORDS E--
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME C
NT, ALLOWANCE _
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: HETRICK STEVEN MFILE N0.:21 11-0268 ACN: 101 DAT
E: 12-19-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RET
URN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,000.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
C2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3) _--00
L,370.58 credit to your account,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 tax payment.
6. Jointly Owned Property (Schedule F)
(6)
7. Transfers (Schedule G) .00
-
(7) Op
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS• (e) 136.370 58
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)-- 7 .968 0 ~
10. Debts/Mortgage Liabilities/Liens (Schedule I)
clo)_ 5G,958.38
11. Total Deductions
12- Net Value of Tax Return (11) 66,926.43
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t C13~
( 6 9,444.15
14. Net Value of Estate Subject to Ta s
s Schedule J) .00
NDTE: x
If c14) 69,444.15
an assessment was issued previously, lines 14, 15 andi'or 16
17
reflect figures that include the total
of ALL ,
,
returns
and 19 will
ASSESSMENT OF TAX: assessed to d to
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
)(
69
L•~G • 00
17. Amount of Line 14 at Sibling rate .
1 ~ x 045 = 3, 124.98
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 00
19.
Principal Tax Due .
X 15
.00
TAX CREDITS: (19)= 3, 124.98
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-25-2011 CD014355 156.25
12-12-2011 REFUNA 3,000.00
.00 31.27-
TOTAL TAX PAYMENT 3,124.98
BALANCE OF TAX DUE .00
INTEREST AND PEN.I .00
TOTAL DUE I .00
~ F PAID AFTER DATE
FOR CALCULATION OF
INDICATED,
ADDITIONAL
SEE REVERSE
INTEREST
IF
TOTAL
DUE
IS REFLECTED
AS A "CREDIT" I
CCR)
YOU MAY BE
.
A
REFUND.
SEE
REVERSE SIDE
OF THIS FORM ,
Dl1E
FOR INSTRUCTIONS.