HomeMy WebLinkAbout06-22-15 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX0 1-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 020869
HEISLER MILES W
421 LAIDACKER ROAD
MILTON, PA 17847
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
__________ --------
101 $2,740.00
ESTATE INFORMATION: SSN:
FILE NUMBER: 2114-0470
DECEDENT NAME: HEISLER CURTIS D
DATE OF PAYMENT: 06/22/2015
POSTMARK DATE: 06/19/2015
COUNTY: CUMBERLAND
DATE OF DEATH: 03/29/2014
TOTAL AMOUNT PAID: $2,740.00
REMARKS: RCPT TO ATTY
CHECK# 3098
INITIALS: D131
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
DEBRA K.WALLET
24 N.32nd STREET
CAMP HILL,PA 17011-2917
PHONE: (717)737-1300 E mail:Walletdeb@aol.com FAX:(717)761-5319
June 19, 2015
Lisa M. Grayson, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Curtis D. Heisler
Will No. 2014-00470
Dear Ms. Grayson:
Enclosed is a check in the amount of$2,740 representing the additional inheritance tax
due in the above-captioned estate.
Should you require any additional information, please do not hesitate to contact me
directly.
C__
C) rl c,
Sincerely yours,
Debra K. Wallet
C
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Enc.
cc: Lena K. Heisler, Executrix
Tammy A. Weber, Esquire
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NOTICE OF INHERITANCE TAX s
APPRAISEMENTr ALLOWANCE OR DISALLOWANCE }R pennsyLvania
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX _ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ������� REV-1547 EX AFP {11-14}
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-11-2015
ESTATE OF HEISLER CURTIS D
DATE OF DEATH 03-29-2014
FILE NUMBER 21 14-0470
COUNTY CUMBERLAND
WALLET DEBRA K ACN 101
24 N 32ND ST APPEAL DATE: 07-10-2015
CAMP HILL PA 17011 (See reverse side under Objections)
Amount Remitted
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---
-EX AFP Cll-14) NOTICE OF INHERITANCE TAX APPRAISEMENTr ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEISLER CURTIS DFILE NO. :21 14-0470 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 138,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 789.4 2 credit to your account,
0 0 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) Q0 tax payment.
5. Cash/Bands Deposits/Misc. Personal Property (Schedule E) C5) 507.36
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 45,702.61
B. Total Assets (8) 184,999.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule H) (9) 20,29 0.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,202.36
11. Total Deductions (11) 22,493.07
12. Net Value of Tax Return C12) 162,506.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 7,000. 00
14. Net Value of Estate Subject to Tax (14) 155,506.32
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) 17,306.32 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - on X 045 = .00
17. Amount of Line 14 at sibling rate (17) 138.200. 00 x 12 = 16,584.00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00
19. Principal Tax Due C19)= 16,584. 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID {-)
12-29-2014 CD020082 . 00 13,884.83
INTEREST I5 CHARGED THROUGH 05-26-2015 TOTAL TAX PAYMENT 13,884 .83
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,699. 17
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 32.76
TOTAL DUE 2,731 .93
* 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.
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Lisa M. Grayson, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
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