HomeMy WebLinkAbout09-24-12,~_~ ~T.r,, _.. _~ , _.
NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~ ~ . ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~"'"' IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~~~r'~r ~`` REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601 " "~ ~~"°''`~
2~{2 SEP 24 P1~ !~ SG.
0~'N~1'S GOJFsF
JILL M WINEKA ~~D ~~~
1719 N FRONT ST
HARRISBURG PA 17102-2305
DATE 09-24-2012
ESTATE OF HOELLERICH KARL H
DATE OF DEATH 09-15-2011
FILE NUMBER 21 11-1024
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-23-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- --~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ _______
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOELLERICH KARL HFILE N0.:21 11-1024 ACN: )n) nerF. n0_9G_7nlo
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) .00 NOTE: To ensure proper
~2) 137,312.38 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
~5) 25, 890.18
c6) .00
c7) 52,799.52
ca) 216.002.08
(9) 7 .97 .6
clo) 914.87
11. Total Deductions X11) 13,886.50
12. Net Value of Tax Return C12) 202, 115.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 202, 115.58
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .DO X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 707. l 1 ~,. r,8 x 045 = 9, 095.20
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due (19)= 9,095.20
TAX CREDITS:
F'A YMtNT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-15-2011 CD015333 436.84 8,300
00
06-06-2012 CD016076 .00 .
358.37
TOTAL TAX PAYMENT 9,095.21
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~