HomeMy WebLinkAbout11-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, NdT[tE~Q~ INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
...". ,,.., 2 J
(Ii ~::t DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-05-2007
BARTHEL
10-27-2006
21 06-0977
CUMBERLAND
101
APPEAL DATE: 01-04-2008
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B060 1
HARRISBURG PA 17128-0601
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DAVID R GETZ
WIX ETAL
PO BOX 845
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PA 17108
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REV-1547 EX AFP (06-05)
HANS
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARTHEL HANS FILE NO. 21 06-0977 ACN 101 DATE 11-05-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
) CHANGED
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
137,000.00
140.290.64
.00
.00
48.579.74
5,421.59
.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)
ClO)
22,371.81
.00
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
331,291.97
??~71.81
308,920. 16
.00
308,920.16
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NOTE:
DATE
01-19-2007
08-15-2007
C
NUMBER
CD007725
CD008553
+
INTEREST/PEN PAID (-)
631. 58
.02-
Cl5)
(16)
Cl7)
(18)
.00
308,920.16
.00
.00
X DO
X 045 =
X 12 =
X 15 =
Cl9)=
AMOUNT PAID
12,000.00
1,269.85
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-16-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
13,901.41
.00
.00
13,901.41
13,901.41
.00
5.26
5.26
( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)