HomeMy WebLinkAbout02-05-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,~r_,; tAP~~~~~'~' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION k ;; 3, I ~ ~~.~~?' '~~~~~~IONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-01-2010
ESTATE OF HERTZLER WILLIAM T
DATE OF DEATH 01-19-2009
FILE NUMBER 21 09-0087
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: HERTZLER WILLIAM TFILE N0.:21 09-0087 ACN: 101 DATE: 02-01-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 794, 083.64 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 278,414.32
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 117, 000.00
s. Total Assets Cs) 1 , 189 , 497.96
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 2.19 0.9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 6 5.17
11. Total Deductions C11) 33,456.07
12. Net Value of Tax Return C12) 1 ,156, 041 .89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 156, 041.89
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .156. 041.88 X 045 = 52, 021.88
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 52, 021.88
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-09-2009 CD011090 2,473.68 47,000.00
08-25-2009 CD011660 .00 2,548.20
TOTAL TAX PAYMENT 52,021.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.