HomeMy WebLinkAbout01-25-12O~ICE OF INHERITANCE TAX penn~Jy~Van~a ~
BUREAU OF INDIVIDUAL TAXES APP,~~~~(Y~ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~'
INHERITANCE TAX DIVISION 0~~~11( AhD,, ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BDX 280601 ~~'f4 y.~7
HARRISBURG PA 17128-0601
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ROGER B IRWIN ESQ
IRWIN & MCKNIGHT PC
60 W POMFRET ST
L~UI? ~~H 25 ( ~ 113z DATE
ESTATE OF
DATE OF DEATH
C!"~~ ~~nF FILE NUNBER
`S vt~l)~T COUNTY
(+(E3FRl A.ND Ct~ . QA ACN
CARLISLE PA 17013-3243
01-16-2012
HEIGES HELEN M
12-2$-2010
21 11-0018
CUMBERLAND
101
APPEAL DATE: 03-16-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP [12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ----
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEIGES HELEN MFILE N0.:21 11-0018 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,391.39
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 5,391.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.72 7.56
10. Debts/Mortgage Liabilitiesltiens (Schedule I) (10) 241,0 7 2.05
LL. Total Deductions (11) 243, 199.61
12. Net Value of Tax Return C12) 237,808.22-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 237,808.22-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate t15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19 )= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. nnn
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