HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX ~ pennsylvania
BUREAU OF INDIVIDUAL ra$~`n~.~~~f_;-A~~~~ENT, ALLOWANCE OR DISALLOWANCE
a ~ lV'/~ !. ~~-.~-~ ~•.'O CTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 l.~Li ~ ~ ~'';; ~ ' j' ! (~ REV-1547 EX AFP C09-12)
HARRISBURG PA 17128-0601 ~
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JOHN A F ~F'i`ll~~~:~~1 i. IJ~
EICH~~~~r~;'v~ u0,. ~~
STE 400
635 N 12TH ST
LEMOYNE PA 17043-1247
DATE 11-05-2012
ESTATE OF HELMAN HAROLD W
DATE OF DEATH 04-07-2012
FILE NUMBER 21 12-0569
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(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 LDWER PORTION FOR YOUR
-------------------- ------------- RECORDS ~
REV-15 --------------------
47 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEME ----
NT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: HELMAN HAROLD WFILE N0.:21 12-0569 ACN: 101 DATE: 11-05-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) C2) .
,O 0 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) C4)
.00 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) 294,237.11
7. Transfers (Schedule G) ~7) 8, 018.96
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: C8) _ 302,256.07
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
12.
Net Value of Tax Return (11) .00
302
256
07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule X12)
J) ,
.
0 0
14. Net Value of Estate Subject to Tax X13) .
C14) 302,256.07
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 C15) 8,498.15 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 79~-7F:7 97 X 045 = 13,219.11
17. Amount of Line 14 at sibling rate C17) ~ 0 X 12 =
18. Amount of Line 14 taxable at
collateral rate
C18) -
00 X
15 = .0 0
19. Principal Tax Due . .00
TAX CREDITS: c19)= 13,219.11
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-03-2012 CD016210 660
.96 12,558.16
TOTAL TAX PAYMENT 13,219.12
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (`~JY°71