HomeMy WebLinkAbout10-02-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
::::'>~(';Q'""'\:r': :;;=-~~I~E~ OF INHERITANCE TAX
: "<~~:.!;,,:\::m, R~~. ,"'EMf" ALLOWANCE OR DISALLOWANCE
':t:,,~':; ::.~FJ)EDUCtiONS AND ASSESSHENT OF TAX
10-02-2006
HEFFLEFINGER
05-24-2005
21 05-0487
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( See reverse side under Objections)
Amount R..ittedl ,
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 +-
iEV:i5~7-EX-AFP-ioi:05i-NOTicE-OF-iNHEiiTANCE-TAX-APpiAiiEMENT;-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEFFLEFINGER MARTHA A FILE NO. 21 05-0487 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
?one) nrT - 2 Pi'i 12: 37
Lvi ...!.....
LISA M GREASON
GREASON LAW OFFICE
PO BOX 385
CARLISLE
(:1 r:F;~< C~F
nnnl,. !!-,', I'(~ r'('I! lOT
\..x'.n-,,"'" ',j ',,1'0~" \ I ~
('I F,/lT: Ji . Pi\
\.)\....,',.. --",'" "
PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
.
REV-1547 EX AFP (06-05)
MARTHA
A
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
r~lect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Line 14 at Spousal rate US)
16. ~unt of Line 14 taxable at Lineal/Class A rate (16)
17. ~nt of Line 14 at Sibling rate (17)
18. A~unt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estata (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Intarest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
02-16-2006
NUtlBER
CD006333
INTEREST/PEN PAID (-)
.00
· IF PAID AFTER DATE INDICATED" SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANSED
U)
(2)
(3)
(4)
un
(6)
(7)
101.648.97
106.066.44
.00
.00
102.702.06
.00
.00
(8)
00 =
045 =
12 =
15 =
(19)=
DATE 10-02-2006
NOTE: To insure proper
credit to your account,
sublli t the upper portion
of this fon. with your
tax paYHnt.
310,417.47
~~.1i?4 ~4
254,892.93
.00
254,,892.93
19 will
.00
11,,470.18
.00
.00
11,,470.18
13,,000.00
1,529.82CR
.00
1,,529.82CR
( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED. f,
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU HAY BE ou!L/
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
.
(9)
UO)
55,,524.54
.00
(Schedule .J)
(11)
(2)
(3)
(4)
.00 X
254,892.93 X
.00 X
.00 X
AMOUNT PAID
13,,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE