HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.:;;:r(lP\'lcri C~i(~ C9F INHERITANCE TAX
'"':;::APl'IiAI~HEN!T. .ALLOWANCE OR DISALLOWANCE
I <:i.::, i~ Of,OEJjl.UC'1itciNS AND ASSESSMENT OF TAX
III
.,
REV-1547 EX AFP (O~ 05)
1001 GEe -5 PM \2: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-20 -2007
SHARTZER SR
02-05-2007
21 07-0150
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
KENNETH
R
r.\ FPl< Of
ann::;.";: ii' (II ipT
._ lit""' ~~,::'~' '--!-:': ',_!<, ~!.-, \ - 11 A
EARL RICHARD ETZWEILEICU' j 1\
ETZWEILER & ASSOCS
105 N FRONT ST
HBG
PA 17101
Amount Rellittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
I
PAYMENT TO
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
--------------------------------------------------------------------------------------- --
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHARTZER SR KENNETH R FILE NO. 21 07-0150 ACN 101 DATE 11-20-207
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) 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)
S. Total Assets
(l)
(2)
(3)
(4)
(S)
(6)
(7)
295,000.00
.00
.00
.00
21,464.26
.00
.00
(S)
NOTE: To insure
credit to your a
submit the upper
of this form wit
tax payment.
roper
count,
portion
your
316,464. '6
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
36,067.25
(9)
(0)
17.144.98
Ol)
(2)
(3)
(4)
I;;::or; ?1? ~
263,252.13
o
263,252. 3
NOTE: If an assess.ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 ill
reflect figures that include the total of Abh returns assessed ~o date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
OS) .00 X 00 = ~O
(6) 263,252.03 X 045 = 11 ,846 ~4
(7) .00 X 12 = 00
OS) .00 X 15 = ~O
(9)= 11 ,846 34
AMOUNT PAID
INTEREST IS CHARGED THROUGH 12-05-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. (P
11 ,846. 4
77.1 ~
11 ,924. 7
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. i ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY ~E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIU~S.)