HomeMy WebLinkAbout10-23-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
v_.~r~R~~~~T-..ALLOWANCE OR DISALLOWANCE
,i .,..' ,_()F:~J)EDtJ_c:r:tONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
THELMA
L
10-17-2006
HEBERLIG
07-06-2006
21 06-0737
CUMBERLAND
101
APPEAL DATE: 12-16-2006
( 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
9~!_~~9~~_!~!~-~!~~-_____~___~~!~!~_~9~~~_~9~!!9~_~9~_Y9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
THELMA L FILE NO. 21 06-0737 ACN 101
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BARBARA A HEBERLIG
1411 ARMSTRONG VLV R!L'
HALIFAX PA 17032
~.~ .'.
ESTATE OF
HEBERLIG
DATE 10-17-2006
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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
1I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1.368.89
1.594.98
.00
(8)
NOTE: To insure proper
credit to your account,
subBit the upper portion
of this forB with your
tax paYBent.
2,963.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdB. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernBental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
1I0)
795.54
.00
1I1)
1I2)
1I3)
(14)
795 54
2,168.33
.00
2,168.33
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. ABount of Line 14 at Spousal rate (15)
16. ABount of Line 14 taxable at Lineal/Class A rate (16)
17. ABount of Line 14 at Sibling rate (17)
18. ABount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
14, 15 and/or 1&, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
2,168.33 X 045 =
.00 X 12 =
.00 X 15 =
1I9)=
.00
97.57
.00
.00
97.57
n~~~.... II 1+ J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-05-2006 CDOO7172 4.56 86.73
INTEREST IS CHARGED THROUGH 11-01-2006 TOTAL TAX CREDIT 91.29
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 6.28
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .00
TOTAL DUE 6.28
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Po,
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)