HomeMy WebLinkAbout03-22-13 NOTICE {iF INNERITANGE TAX � pennsylvania
APPRAI ENT, AlL�WANCE OR DISALLqWANCE pERARTMENTOFREVENUE
BUREAU aF zta�rvr�u�� TAXES pF ���j�� ASSESSMENT �F TAX
INNERITANCE TAX DIVISION ���� !�r„ REV-15+47 IX AFP tp9-12)
PQ BOX 280601 ��� ^� �"�F#�� ��"
HARRISBURG PA 17128-0601 ��,t�� �� ����„��?
,�ft�� �'t�� � � DATE 03-25-20I3
t� �
� � �E � TE OF FERTENBAUGW GEORGE P
D�"1� t}F DEATH 0�+-14-20I2
�'���i'� �� FILE NUMBER 21 12-0496
������$' �� .,�t1UNTY CUMBERLAND
MURREL WALTERS III ESQ C(J�������� ���ACN Zpl
54 E MAIN ST ��.� �t� APPEAL DATE: p5-24-20I3
M E C HAM I C S B U R G PA 17 0 55-38 51 {See reverse side under Objections)
Amount Remi#ted� —,
MAKE CHECK PAYABCE AND REMIT PAYMENT TC1:
REGISTER OF WILLS
I CaURTHUUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE �—*� RETAIN LOWER PORTICIN FOR YC1UR RECDRDS E�—
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REV-1547 EX AFP t12-117 NUTICE t3F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT �F TAX
ESTATE OF: FERTENBAUGW GEt3RGE PFILE N0. :21 12-0496 ACN: 101 DATE: Q3-25-2013
TAX RETURN WAS: C X) ACCEPTED AS �'ILED t ) CHAN6ED
APPRAISED YA�UE OF RETURN BASED QN: QRIGINAL RETURN
1, Real Estate (Schedule A� C1) •�� NOTE: To ensure proper
2, Stocks and Bonds CSchedule B} t2} 20�DOa•QO cred3.t to Yaur accaunt,
.�0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3? of this form with yau�
4. MortgageslFiates Receivable CSchedule D3 t4) •�� tax payment.
5. Cash/Bank Depasits/Misc. Personal Property CScheduZe E} C5) 225,481.23
6. Jointly Owned Property CSchedule F) C6) '��
7. Transfers CSchedule �) {7} 130 s 103.8$
8, Total Assets Cg� 376:Q$5.11
APPRt1YED DEDUCTIONS AND EXEMPTIONS: :
9. Funeral ExpenseslAdm. Costs/Misc. Expenses CSchedule H3 �g� 5:�$1.0 6
1Q. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 2 7�8�
11. Total Deductions tll) 5,352.90
12. Net Value of Tax Return �1Z} 370,732,21
13. CharitablelGovernmental Bequests; Non-el�cted 9113 Trusts {Schedule J) C1�� .0 0
14. Net Value of Estate Sub�ect ta Tax �l�} _ 370:732.21
NOTE: If an assessnent was issued previously, Lines 14, 15, 16, I7, 18 and/or 19 will
ref2ect figures that include the total of all returns assessed ta date.
ASSESSMENT OF TAX:
15. Amount af �ine 14 at spausal rate C15) •0 Q X �� •��
16. Amaunt of Line 14 taxable at lineal rate C163 -�� X 045 = .00
17. Aroaunt af Line 14 at sibling rate t17� 264.808.46 X 12 - 31,777.02
18. Amaunt of l.ine 24 taxable at collateral rate C28) 105,923.75 X 25 = I5�888.5b
19. Pr3ncipal Tax Due �19�= 47,665.58
Tax CREDITS:
PAYMENT RECEIPT DISCIJUNT C+)
AMOUN7 PAID
DA7E NUMBER INTERESTIPEN PAID C-�
O?-11-2012 CD016236 2,105.26 40,0OO,OQ
O1-08-2013 CD017019 .t10 5:b65.58
TOTAL TAX PAYMENT 47,770.84
BALANCE OF TAX DUE 105.2bCR
INTEREST AND PEN. .OQ
TLITAL DUE 105.26CR
* IF PAID AFTER DATE INAICATED, SEE REVERSE IF 70TAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATIdN OF ADDITIONAL INTEREST. A REFUN�. SEE REVERSE SIDE FOR INSTRUCTIQNS.
.