HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX i _.] pennsylvania
DISALLOWANCE APPRAISEMENT, ALLOWANCE OR DISAL DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF HUGGLER ERIKA S
DATE OF DEATH 04-28-2012
FILE NUMBER 21 12-0525
COUNTY CUMBERLAND
REED ESQ GREGORY R ACN 101
3120 PARKVIEW LN APPEAL DATE: 08-02-2014
HARRISBURG PA 17111-1356 (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 1 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4
REV-1547 EX AFP (08-13) 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: 06-03-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 02
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) . 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) . 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,796.87
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 2,796.87
12. Net Value of Tax Return (12) 2,796.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 99,584.41
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 99.R.R4.el X 045 = 4,481 .30
17. Amount of Line 14 at sibling rate (17) -OD X 12 = ry .00
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18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15c= 0�
19. Principal Tax Due (L3D= 481 R3
TAX CREDITS: rn Z o�
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID (- 1� r- "H CJ
DATE NUMBER INTEREST/PEN PAID (-) ;h CAD to "I
05-01-2013 CDO17537 34. 17- 4,607. 16
01-06-2014 7c
01-06-2014 CDO18614 . 00 35. 13 ':7 C-> Z) c� �
01-22-2014 CDO18689 . 00 125.86 T '*T
C>
v i (V r nT
TOTAL TAX PAYMENT 4:D733.98n
BALANCE OF TAX DUE 252.68CR
INTEREST AND PEN. .00
TOTAL DUE 252.68CR
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. ��[