HomeMy WebLinkAbout06-27-06
06-19-2006
HEIDER
08-09-2005
21 05-0755
CUMBERLAND
101
APPEAL DATE: 08-18-2006
(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
PAUL H FILE NO. 21 05-0755 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
-",',~PRAISfil'lENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
C1
(J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
KATHY A JOHNSEN
830 DUNBAR RD
CARLISLE
PA 17013
ESTATE OF
HEIDER
REV-1547 EX AFP (06-05)
PAUL
H
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 06-19-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
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. "ortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
210,000.00
39.698.55
.00
.00
144.292.85
181,822.43
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
33,387.26
1.055.64
lll)
ll2)
ll3)
ll4)
NOTE:
.00 X
541,370.93 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forn with your
tax paynent.
575,813.83
34.442 90
541,370.93
.00
541,370.93
00 =
045 =
12 =
15 =
.00
24,361.69
.00
.00
24,361.69
(9)=
TAX CREDITS:
/NU"BE~ (10 ) A"OUNT PAID
DATE INTEREST/PEN PAID (-)
11-07-2005 VCD005978 1,218.08 23,700.00
TOTAL TAX CREDIT 24,918.08
BALANCE OF TAX DUE 556.39CR
INTEREST AND PEN. .00
TOTAL DUE 556.39CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) \'