HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX pE nnsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION RH-1547 EX,AFP (08-13)
PD RIS URG PA RECORDED OFFICE OF
HARRISBURG PA 1]128.0601
REGISTER OF V-MLLS DATE 01-20-2014
C3N JlfiN 21 M 2 03 ESTATE OF ZEIGLER BETTY A
DATE OF DEATH 01-08-2013
FILE NUMBER 21 13-0201
CLERK OF COUNTY CUMBERLAND
ROGER B IRWIN ESQ ORPHANS' COURT ACN 101
60 W POMFRET ST /'! �q�ERLAND CO p APPEAL DATE: 03-21-2014
CARLISLE PA 1'71-3" }`t (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 (O8-13)___NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 4R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZEIGLER BETTY AFILE NO. :21 13-0201 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: < ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
I, Real Estate (Schedule A) (1) 297,700.00 NOTE: To ensure proper
2, Stocks and Bonds (Schedule B) (2) 46,516.55 credit to your account,
00 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) , of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •06 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 181 ,914.97
6. Jointly Owned Property (Schedule F) (b) 153,000.00
7. Transfers (Schedule G) (7) 4,162.74
8. Total Assets t8) 683,294.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) 66,965.57
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 1 ,570.79
11. Total Deductions (11) 68,536.36
12, Not Value of Tax Return C12) 614,757.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (I3) 5.000.80
14. Net Value of Estate Subject to Tax (14) 609,757.90
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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 (15) •00 X 00 = .00
16- Amount of Line 14 taxable at lineal rate (16) An7.7F7-911 X 045 27,349. 10
17. Amount of Line 14 at sibling rate (17) 9,nnn .On X 12 = 240.00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 27,589.10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-02-2013 CDO17393 578.95 11 ,000.00
05-29-2013 CDO17678 .00 346,35
INTEREST IS CHARGED THROUGH 02-04-2014 TOTAL TAX PAYMENT 11,925.30
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 15,663.80
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 152.85
TOTAL DUE 15,816.65
• 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.
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pennsytvania INHERITANCE TAX
r DEPARTMENT OF REVENUE
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISgURQ FA 17128-0601
DECEDENTS NAME FILE NUMBER
Betty Zeigler 2113-0201
REVIEWED BY ACN
Heidi Schultz 101
ITEM
SCHEDULE No. EXPLANATION OF CHANGES
A 1,2 Buildings are not included in the Agriculture Exemption.
Only report additional assets and deductions on a supplemental return.
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