HomeMy WebLinkAbout11-26-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ALEX E SNYDER
14 CENTER SQ
HANOVER
NOTICE QF,~.t~NHERITANCE TAX
AF'~~tA_'~~EMENT';;'`~,%tL',L~, WANCE OR DISALLOWANCE
4F- DEDUCTIONS: ;AND ASSESSMENT OF TAX
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BERWAGER STUART VFILE N0.:21 12-0434 ACN: 101 DATE: 11-20-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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)
~ ~ pennsylvania
' DEPARTMENT OF REVENUE
REV-1547 IX AFP C09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 153,510.05
c9) 13 , 722.88
clo) 52.42
tll) 13, 775.30
11. Total Deductions 139, 734.75
12. Net Value of Tax Return t12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax (14) 139,734.75
.
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) ~ 39 • 734 - 7~ x 045 = 6 , 288.06
17. Amount of Line 14 at sibling rate t17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= b,288.06
TAY f'RFT)TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-25-2012 CD016176 273.68 5,200.00
08-07-2012 CD016362 .00 828.06
TOTAL TAX PAYMENT 6,301.74
BALANCE OF TAX DUE 13.68CR
INTEREST AND PEN. .00
TOTAL DUE 13.68CR
* 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 FOR INSTRUCTIONS.
cl) 125, 251.31
c2) 7 , 654.63
c3) .00
c4) . 0 0
c5) 20 , 604.11
c6) .00
.00
c7)
~~~' ` ~~ ~-4 ~ ~ - ~" DATE 11 - 2 0 - 2 012
ESTATE OF BERWAGER STUART V
DATE OF DEATH 03-27-2012
~, FILE NUMBER 21 12-0434
CUMBERLAND
~`t, `.~ ~ ,~, i, ~-`r~ ~;:~ COUNTY
ACN 101
APPEAL DATE: 01-19-2013
P A 17 3 31- 3 0 01 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013