HomeMy WebLinkAbout02-10-06
02-06-2006
HEFFELFINGER
09-21-2005
21 05-1049
CUMBERLAND
101
APPEAL DATE: 04-07-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEFFELFINGER MARTHA A FILE NO. 21 05-1049 ACN 101
BUREAU OF INDIVIDUAL TAXES-',' .
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
,- . "A'PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
')
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
; ~, ;
. .j
r.o h
JACQUELINE A,~EllV ESQ
JAN l BROWN & ASSOCS
845 SIR THOMAS CT 12
HBG PA 17109
REV-1547 EX AFP (06-05)
MARTHA
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 02-06-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
{7J
.00
.00
.00
.00
.00
.00
235,075.01
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
765.00
.00
(11)
(2)
(3)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
235,075.01
765 00
234,310.01
.00
234,310.01
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previOUSly, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
.00 X 045=
.00 X 12 =
234,310.01 X 15 =
(19)=
.00
.00
.00
35,146.50
35,146.50
TAX CREDITS:
r,nncl't "....."'.... . {+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-02-2005 .J CD006054 1,757.32 33,389.17
TOTAL TAX CREDIT 35,146.49
BALANCE OF TAX DUE .01
INTEREST AND PEN. .00
TOTAL DUE .01
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)