HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX Pennsylvania i
BUREAU OF INDIVIDUAL TAXESI,~./~i1r...APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE `
INHERITANCE TAX DIVISION '~~-~-'~~."`'J_..'O~`~~w 1~TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 -
HARRISBURG PA 17128-0601 r_. .. ~~'. I ~'
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CHARLES E SHI ~~~~~I c' ~`~+~~ i~ r
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MECHANICSBURG PA 17055-9751
DATE 04-23-2012
ESTATE OF HECKERT DAVID D
DATE OF DEATH 07-14-2011
FILE NUMBER 21 11-0912
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS (--
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HECKERT DAVID DFILE N0.:21 11-0912 ACN: 101
OR
DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 78,700.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .DO submit the upper portion
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) 34,200.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (8) 112,900.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 3,818.50
10. Debts/Mortgage Liabilities/L.iens (Schedule I) ( 10) .00
11. Total Deductions C11) 3,818.50
12. Net Value of Tax Return (12) 109,081.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 109,081.50
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 109, 081 .50 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 _
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 _
X 15 .00
19. Principal Tax Due (19)= .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 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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