HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX b4 pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (88-13)
PO BOX 289691
HARRISBURG PA 17128-0601 �r
RECC
RENS 1 n C' - DATE 10-22-2013
ESTATE OF HUGGLER ERIKA S
DATE OF DEATH 04-28-2012
FILE NUMBER 21 12-0525
)L_.N.t C.- COUNTY CUMBERLAND
YOFFE ESQ JEFFR
ACN 101
STE 100 Q':�'�iAI,:S' CUURT APPEAL DATE: 12-21-2013
2 LEMOYNE DR Ct;` HRL.AN') fin., F}' (See reverse side under Objections)
LEMOYNE IAA 17043 Amount Remitted -
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION-FOR-YOUR-RECORDS-4--
REY-1547 EX AFP t08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUGGLER ERIKA SFILE No. :21 12-0525 ACN: 101 DATE: 10-22-2013
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. OL
1. Real Estate (Schedule A) (1) 145,278.75 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) 04 submit the upper portion of this form with Your
4, Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchetlule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .09
B. Total Assets (8) 145.278.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions 111) .00
12. Net Value of Tax Return (12) 145,278.75
13, Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchetlule J) C13) . 00
14. Net Value of Estate Subject to Tax (14) 102,381.28
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 CIS) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 102-'5R1 -28 X 045 = 4,607.16
17. Amount of Line 14 at sibling rate (17) - nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due (19)= 4,607.16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-01-2013 C 017537 .00 4,607.16
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-02-2013 TOTAL TAX PAYMENT 4,607. 16
BALANCE OF TAX DUE Vii,INTEREST AND PEN. 35TOTAL DUE 35
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1410 EX(01-10) ! i
` pennsylvania
INHERITANCE TAX
DEPARTMENT OF REVENUE
- EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME
Erika S. Huggler FILE NUMBER
REVIEWED BY 2112-0525
Destiny S.R. Brown AON
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Reduced schedule H of the original return.
Accepted additional asset.
Applied excess deductions from prior return(s).
ROW
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