HomeMy WebLinkAbout05-05-06
COMMONWEALTH OF PENNSYLVANIA
_,_. DEPARTMENT OF REVENUE
-i/:~\,-",.ot~Cf-\,OF INHERITANCE TAX
'APPRAI~"EN1i~,~ALi:,ijWANCE OR DISALLOWANCE
OF,DEDUtTIONSAND ASSESSMENT OF TAX
05-01-2006
HERTZlER
03-16-2005
21 05-0267
CUMBERLAND
101
APPEAL DATE: 06-30-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~9_!~~!_~~~~______~___~~!~~~_~9~!!_~9~!~9~_f9~-!9~~_!!g9!~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEANNE E FILE NO. 21 05-0267 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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.,
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MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG
PA 17055
ESTATE OF
HERTZLER
REV-1547 EX AFP (06-05)
JEANNE
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 05-01-2006
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
30.214.50
12,962.02
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
(9)
(10)
3,200.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
43,176.52
6.279 67
36,896.85
.00
36,896.85
00 =
045 =
12 =
15 =
.00
1,660.36
.00
.00
1,660.36
3.079.67
(11)
(12)
(13)
(14)
.00 X
36,896.85 X
.00 X
.00 X
(19)=
TAX CREDITS:
IO:\;I:~"1 (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-10-2006 CD006424 .00 1,660.36
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-11-2006 TOTAL TAX CREDIT 1,660.36
BALANCE OF TAX DUE .00
INTEREST AND PEN. 25.41
TOTAL DUE 25.41
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU I1AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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