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NOTICE OF INHERITANCE TAX � ; � pf�1111Sy'�,Na111a
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT of REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - DEPARTM EX AFP REVENUE
PO BOX 289601
HARRISBURG PA 17128-0601
DATE 09-09-2014
ESTATE OF HEBERLZG ALICE F
DATE OF DEATH 01-13-2014
FILE NUMBER 21 14-0213
COUNTY CUMBERLAND
SHIELDS KELLY ACN 101
154 CONODOGUINET MOBILE APPEAL DATE: 11-08-2014
NEWVILLE PA 1 724 1-9490 (See reverse side under Objections)
Amount RemittedW—,
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--i
REY-1547 EX AFP [08-13) N47ICE OF INHERITANCE TAX APPRAZSEMENi, ALLOWANCE 0R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEBERLIG ALICE FFILE NO. :21 14-0213 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ()() ACCEPTED AS FILED C } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper Portion
3, Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) • 00 tax payment.
5. Cash/Bank Deposits/Mist, Personal Property [Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 7,253. 00
S. Total Assets (8) 7.253.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) C9) 2, 255.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 2,255.00
12. Net Value of Tax Return C12) 4,998. 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 00
14. Net Value of Estate Sub3ect to Tax ( ,998.00
CC �
NOTE: If an assessment was issued previously, Linos 14, 15, 16, 17, �d/or�l)9 unill�
reflect figures that include the total of all returns assessed�o-O(fate.t"*T
ASSESSMENT OF TAX: M S' C� "� (n
CO
15. Amount of Line 14 at spousal rate (15) .00 X i0'0-mow.=r-,-, 'r qo'0
16. Amount of Line 14 taxable at lineal rate C16) - nn X01r+5")="�
17. Amount of Line 14 at sibling rate (17) no X
18. Amount of Line 14 taxable at collateral rate C18) 4,99$.00 X 156=, F _a 74?1. 0
19. Principal Tax Due - C2,+1,)= h-' 7g9 all
TAX CREDITS: r— '—
CI t C!) C1
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-}
PAYMENT MUST BE MADE BY 10-13-2014*. TOTAL TAX PAYMENT . 00,—I
BALANCE OF TAX DUE 749.70
INTEREST AND PEN. .00
TOTAL DUE 749.70
e IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.