HomeMy WebLinkAbout05-31-06
COlvlrvior~WEi~L TH OF PENNSYLVANIA
DEPl'.c,T~IEIH OF REVEI'JUE
BURE4U CF :r'JDI\/IDUAL Tt.XES
DEPT 2BC6C 1
HA,RRiSBUR(j, F'A 1! 123-0601
REV~1162 EX(11~96)
R[:C[:IV[:D !=ROM'
PENNSYLVANIA
IN~J:RITANC[: AND [:STAT~ TAX
OFFICIAL RECEIPT
HERTZLER TERRY L
2706 E ROSEGARDEN BLVD
MECHANICSBURG, PA 17055
EST A TE INFORMATION: SSN: 1 68~24~3064
FILE NUMBER: 2105-0267
DECEDENT NAME: HERTZLER JEANNE E
DATE OF PAYMENT: 05/31/2006
POSTMARK DATE: 05/31/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 03/16/2005
NO. CD 006764
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $25.41
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARI<S:
CHECI<# 158
SEAL
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
$25.41
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFp-coj:OSl-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEANNE E FILE NO. 21 05-0267 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAJSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
>,
,:1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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
CHANGED
DATE 05- 01-20 06
NOTE: IT an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will
reTlect Tigures that include the total OT 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
TAX CREDITS:
.00 X 00 = .00
36,896.85 X 045 = 1,660.36
.00 X 12 = .00
.00 X 15 = .00
119)= 1,660.36
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
ll)
(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
(9)
1l0)
3,200.00
3.079.67
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
43,176.52
(11)
(12)
113)
(14)
6.279 67
36,896.85
.00
36,896.85
. ~..._... (+) 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 MAY BE DUE
... DI:'I:'I.....n It"rr DIl:'UrDt:"1:' ~Tnl:' nl:' TUTC I:no... I:'nD T...C'TDII,...TTn...C'" ."