HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX Pennsylvania -'`
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ~
INHERITANCE TAX orvlsloN OF DE-Di1CTI0NS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
DATE 05-09-2011
ESTATE OF HERTZLER MARGARET R
- DATE OF DEATH 12-26-2010
FILE NUMBER 21 11-0332
RONALD E JOHNSON ESQ COUNTY CUMBERLAND
78 W POMFRET ST ACN 101
APPEAL DATE: 07-08-2011
CARL I SL E PA 17 013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~'-• RETAIN LOWER PORTION FOR YOUR REC'0_RDS F-
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REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HERTZLER MARGARET RFILE N0.:21 11-0332 ACN: 101 DATE: 05-09-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to
your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,551.25
6. Jointly Owned Property (Schedule F) C6) 18,449.07
7. Transfers (Schedule G)
c7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 22.000 32
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (9) .649 0
(10) .00
11. Total Deductions
12• Net Value of Tax Return cil) 2,649.05
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
usts (12)
(Sch
d
l 19,351.27
14. Net Value of Estate Subject to Tax e
u
e J) (13)
.00
c14) 19,351.27
NOTE: If an assessment was issued previously, lines 14, 15 and
/or 16
17
reflect figures that include the total of
ALL .
,
,
returns
o
and 19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate 116) .
X
-oo x 045 = .00
17. Amount of Line 14 at Sibling rate
C17) .00
18. Amount of Line 14 taxable at Collateral/Class B rate
(18) [1^ X 12 =
19,351
27
15 =
19. Principal Tax Due ..
X 2 902.69
TAX CREDITS:
c19)=
2,902.69
PAYMENT R
ECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT F'AID
3-11-2011 CD014117 145.13 2,757.
TOTAL TAX PAYMENT 2,902.69
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" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.