HomeMy WebLinkAbout08-29-14 NOTICE OF INHERITANCE TAX [j ] pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX -
INHERITANCE TAX DIVISION REV-154] EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-01-2014
ESTATE OF HECKENDORN HAROLD L
DATE OF DEATH 04-08-2011
FILE NUMBER 21 11-0488
COUNTY 21CUMBERLAND
WEBBER JR ESQ RICHARD L ACN 101
126 E KING ST APPEAL DATE: 10-31-2014
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE ---)- RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HECKENDORN HAROLD LFILE NO. :21 11-0488 ACN: 101 DATE: 09-01-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •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/Mise. Personal Property (Schedule E) (5) 50,376.24
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 50.376.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,612.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 12,612.41
12. Net Value of Tax Return (12) 37,763.83
13, Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 37,763.83 '
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/§?, 19 will
reflect figures that include the total of all returns assess to dates ;:0 rn
ASSESSMENT OF TAX: 3. O =D c) O
15. Amount of Line 14 at spousal rate (15) 37,763.83 X069 _ 7100-0. '
16. Amount of Line 14 taxable at lineal rate (16) . 00 07jFj �O OCI
17. Amount of Line 14 at sibling rate (17) .00 X--1 CO :a 400
o
18. Amount of Line 14 taxable at collateral rate (18) .00 )(3Z-1 ;
19. Principal Tax Due CJ(}'?)F7 _ 'r00
TAX CREDITS: `� -'� = n
r-• r- rn
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID (n
DATE NUMBER INTEREST/PEN PAID (-) "IJ CJ -n
N
,
TOTAL TAX PAYMENT .OU
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 FOR INSTRUCTIONS.