HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX 17
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (11-14)
PO BOX
HARRISBURG601 PA 17128-0601 R E C C R D E u OFFICE 0 F
REGI`7LE') nC ;'SILLS DATE 08-24-2015
HUSBRGER
HIS AUG 26 F 3 02 DATETOFODEATH 01-06-2014 SR FORREST P
FM
FILE NUMBER 21 14-0162
C LEE, COUNTY CUMBERLAND
LEBER ESQ BRAD +It<' = ACN
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17 E MARKET ST1'11}� P =,(: _ s APPEAL DATE: 10-23-2015
YORK �iC'�1�WI1 1205 (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- � - --------------
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUNSBERGER SR FORREST PFILE N0. :21 14-0162 ACN: 101 DATE: 08-24-2015
TAX RETURN WAS: C X) 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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 185,457.19
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets c8) 185,457. 19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 39,213.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18,2 04.84
11. Total Deductions (11) 57,418.20
12. Net Value of Tax Return (12) 128,038.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 128,038.99
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 7919.038.99 X 045 = 5,761.75
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,761 .75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-03-2014 CDO19758 .00 5,736.26
04-03-2015 CD020452 .00 25.49
08-17-2015 SBADJUST .00 .37
TOTAL TAX PAYMENT 5,761 .75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. `�