HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX r pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 REV-1547 EX AFP (08-13)
HARRISBURG PA 1 7128-0 60 1 RECaRDty 3 Fr,yr OF
REGISTcR Q; ',;;a1 S DATE 12-16-2013
99 ESTATE OF HUNTZ BERNETTE L
DATE OF DEATH 01-12-2012
c FILE NUMBER 21 12-0125
BOSWELL ESQ rJlI 2-R!' r R COUNTY CUMBERLAND lal
315 N FRONT ISfFHANS' Su�;;1;; ACN APPEAL DATE: 02-14-2014
HAR R I S B U R GC U M S E Fp,,A`„1'T10 P-1203 (See reverse side under Objections)
Amount Remitted -- � -�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REV-1547 EX AFP COB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUNTZ BERNETTE LFILE NO. :21 12-0125 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: I X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 326,278.87 NOTE: To ensure proper
Z. Stocks and Bonds (Schedule B) (2}
939.97 credit to your account,
DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notos Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 622,402.82
6. Jointly Owned Property (Schedule F) (6) 1,030.23
7. Transfers (Schedule G) (7) 5,095.09
S. Total Assets (8) 955.746.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 153,406.04
10. Debts/Mortgage Liabilities/Liens (Schotlule I) (10) 26,50 .93
1L Total Deductions (11) 179,911.97
12. Net Value of Tax Return (12) 775,835.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Sub}ect to Tax (14) 775,835.01
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 Lino 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) .DO X 045 = .00
17. Amount of Line 14 at sibling rate (17) 77,1r.R3r,. nl x 12 = 93,100.20
18. Amount of Lino 14 taxable at collateral rate (18) .00 X 15 = .DO
19. Principal Tax Due C19)= 93,108.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-09-2013 ' CDO18125 2,528.57- 95,628.77
12-06-2013 WRITEOFF .00 5.99
TOTAL TAX PAYMENT 93,100.20
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 MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS. 01)