HomeMy WebLinkAbout01-28-14 COMMONWEALTH OF PENNSYLVAfJIA REV-1162 EX�11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 01871 1
IRWIN & MCKNIGHT PC
60 WEST POMFRET STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
_"_______ '______'
101 � 515,816.65
ESTATE INFORMATION: ssrv: I
FILE NUMBER: 2113-0201 I
DECEDENT NAME: ZEIGLER BETTY A I
DATE OF PAYMENT: 01/28/201 4 I
POSTMARK DATE: O 1/28/201 4 I
CouNTY: CUMBERLAND �
DATE OF DEATH: 01/08/201 3 I
�
TOTAL AMOUNT PAID: 515,816.65
REMARKS:
CHECK# 35263
INITIALS: CJ
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE QF INHERITANCE TAX ��- pennsylvania
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE ! DEPARTMENTOPREVENUE
BUREAU oF INDIVIOUAL TAXES OF DEDUCTIONS ,r�ND ASSESSMENT OF TAX REV-1547 EX AFP coe-ia�
INHERITAHCE TAX DIVISION
PO 80X 2806D1
HARRISHUR6 PA 17128-0601 ���������
���`�,��;i?�/��-s�� �� U1-20-2014
'iJAN 25 �0�� �E��s i�'DUT �c���ATH UlI08E2013 BETTY A
pRWIN&i�cKNIGHT ='-�1`1 �,��,j�� 2$FI �j N�MB nR 'l_1 13-0�.�
CO�N'fY� �J CUMBERkAND
ROGER B IFtWI N ESQ �W OFFIC�$ ,,��N� 1 p' /
60 W POMFFtET ST GLCk1't {„`; APPEAL DA�E: 03-21-2014
• , ee reverse side under Objections)
CARLISLE PA 17013 O�F�{Q(L(S ��t�;�'�
CUMBERL,���p�� ��ittec�
MAKE CHEC� PAYA,BLE AND REMIT PAYMENT T0:
REGISTER 01= WILIS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS L.TNE �-► RETAIN LDWER PORTION FOR_ YOUR RECOqDS !--
REV-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZEIGI_ER BETTY AFILE N0. :2i I3-�201 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: ( ) ACCEP7ED AS FILED ( X) CHANGED SEE AT7ACHED NOTICE
APPRAISED VALUE .�OF RETURN BASED ON: DRI6INAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate CSchsdule A) C1� 297,700.00 NOTE: Ta ensure proper
2. Stooks and 19nnds CSchedule B) �y� 46,516.55 credit to your account,
. 00 su6mit the upper portion
3. Closely Hel�ii Stack/Partnership Interest CSehedule C) C3) of thSs form with your
4. Mortgages/N���tes Receivable [Schedule D) C4) • 0D tax payment.
5. Gash/Bank D�eposits/Misc. Personal Property CSchedule E) (5) 1i31,914.97
6. Jointly Own�e�d Property CSehedule F) C6� 1!i3,000.00
7. Transfers Ci,chedula G) ��� 4,162.74
8. Total Asset.s; c8) 683.294.26
APPROVED DEDUCT;IONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSehadule H) �g� 66.96 5. 7
10. Debts/Mort8�390 Liabilities/Liens CSehedule I) (10) 1,570.79
li. Total Dedue�eions �11� 68,536.36
12. Net Value oi` Tax Return C12� 614,757.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �lg� 5.000.00
14. Net Value o�F Estate Suhject to Tax C14) 609,757.90
NDTE: If an a:ssessment was issued previouslY, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect fi9ures that include the total of all returns ��ssessed to date.
ASSESSMENT OF 71wX: �
15. Amount of Ltne 14 at spousal rata (15) • 0� X 00 = .0 0
16. Amount of L.ine !4 taxable at lineal raie C16) 607.7F7_9� X 045 = 27,349. 10
17. Amount of Line 14 at siDling rate (17) 2._�_0�_00_ X 12 = 240 . 00
18. A�nount of Line 14 taxahle at eallateral rate C18) .00 X 15 = •��
19. Principal T,ax Due C19�= 27,589. 10
TAX CREDITS:
PAYMENT � RECEIPT DISGOUNT C+7 AMOUN7 PAID
DATE NUMHER INTEREST/PEN PAID C-)
04-02-2013 CD017393 578.95 ].1,000.00
05-29-2013 CD017678 .00 346.35
INTEREST IS CHAIR6ED THROl1GH 02-04-2014 TOTAL TAX PAYMENT 11,925.30
AT THE RATES AP�'LICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 15,663.80
REVERSE SIDE OF THIS FORM INTERESI' AND PEN. 152.85
TOTrhL DUE 15,816.65
* IF PAID AFTER DA1"E INDICATED, SEE REVERSE IF TOTAL Dl1E IS REFLECTE� AS A CREDIT CCR). YOU MAY BE DUE
FOR CALGl1LATI0N OF ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE F�R INSTRUGTIDNS.