HomeMy WebLinkAbout01-18-13 (2)RECORDED G=1~d£reL~EOF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES RE ~`' I Mt~IRt~SI1L LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION UF` DEDUCTIONS AND ASSESSMENT OF TAX Rev-154] IX AFP uz-121
PG BOX 280601
HARRISBURG PA 17128-0601 '9] p pp ~(i~ '{
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DATE 01.14-2013
CIER~ ~'~ ESTATE OF HERTZLER CLARA K
ORPhlAF~~' ~'~~U'tr DATE OF DEATH 05-18-2012
CUMBER~~'~~ ~ ~" o~ UMBER
L
CUMBER
LOUNTY
AND
STEPHEN D TILEY pCN 101
5 S HANOVER ST APPEAL DATE: 03-15-2013
CARLISLE PA 17013-3307 (See revers¢stde under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _--_ _--- RETAIN LOWER POR TION FOR YOUR RECORDS t-
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMEN T, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: HERTZLER CLARA KFILE N0.:21 12-0612 ACN: 101 DATE: 01-14-2013
TAX kETURN WAS: C1O ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchetlule A) (I) 125,000,00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (y) ,00 credlk to your account,
3. Closely Held Stock/Partnership Interest (Schedule C7 (37 00 submit the upper portion
of this Form with your
4. Mortgages/Notes Receivable (Schedule D7 (4) .00 tax payment.
5. Cash/Bank DeposiYS/Misc. Personal Property (Sched ule E7 (5) 2,233.00
6. Jointly Owned Property CSchetlule F) (6] 111,831,48
7. Transfers CSchetlule G) (7) ,00
B. Total Assets (8) 239.064.48
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H) (97 16.635-00
30. Debts/Mortgage Liabilities/Liens CSchetlule I) (10) 1.916.00
11. Total Deductions (11) 18.553.00
12. N¢t Value of Tax Return (12) 220,511.46
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 220.511.48
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 rata (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16J 7 90.511.48 X 045 = 9,923.02
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 toxable at Co118tera l/Class B rate (18) .00 7( 15 - .00
19. Principal Tax Due (19)= 9,923.02
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+7
INTEREST/PEN PAID (-) AMOUNT PAID
06-29-2012 CD016198 296.05 5,625.00
07-17-2012 CD016268 184.21 3,500.00
10-11-2012 CD016625 .00 316.77
01-07-2013 SBADJUST .00 .99
TOTAL TAX PAYMENT 9,923.02
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 MAV BE DUE -`.y
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.