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HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX ZY", pennsyLvarna BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14) PO BOX 280601 RECORDED OFFICE O HARRISBURG PA 17128-0601 REGISTER OF V1IL S DATE 08-17-2015 ��1J !!J �� � U ESTATE OF HOERNER IZORA F U DATE OF DEATH 07-07-2014 FILE NUMBER 21 14-0697 CLEr�t; Cf COUNTY CUMBERLAND LOCK ESQ HERSCBIRLPHA S' COURT ACN 101 3107 N FRONT ST CUMBCRLAINN GO PA APPEAL DATE: 10-16-2015 HARRISBURG PA 17110-1343 (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 E- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HOERNER IZORA .: FFILE NO. :21 14-0697 ACN: 101 DATE: 08-17-2015 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) •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 portion 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) 55,344.40 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 26,426.50 8. Total Assets CB) 81 ,770.90 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,931 .50 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 511 .70 11. Total Deductions (11) 4,443.20 12. Net Value of Tax Return (12) 77,327.70 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C1s) .00 14. Net Value of Estate Subject to Tax (14) 77,327.70 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) 77•'i77-70 X 045 = 3,479.74 17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 3,479.74 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-02-2014 CDO19753 173.68 3,300.00 04-16-2015 CD020519 .00 6.05 08-10-2015 SBADJUST .00 .01 TOTAL TAX PAYMENT 3,479.74 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.