HomeMy WebLinkAbout08-22-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE; OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAI'SEMEWT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
r,~,~,, s+~^ ^~ ~'~; ?• ~ DATE 08-25-2008
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ESTATE OF HARTZEL LAURA B
,~ , ,_ DATE OF DEATH 05-26-2007
~~ -' ,r FILE NUMBER 21 08-0620
Cis 'F COUNTY CUMBERLAND
JIM ARMSTRONG CI,_!-`: ~ ACN 101
932 WOODRIDGE DR APPEAL DATE: 10-24-2008
ENOLA PA 17025 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARTZEL LAURA B FILE N0. 21 08-0620 ACN 101 DATE 08-25-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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
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
cl) .00
I2) .00
c3) .00
c4) .00
c5) .00
c6) 59,950.00
~7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 59,950.00
.00
(9)
cl0) .00
C11) .00
clz) 59,950.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .)) (13)
14. Net Value of Estate Subject to Tax (14)
.00
59,950.00
NOTE: If an assessment 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
rwv rorntrc.
c15) • 00 X 00 = . 00
c16) • 00 X 045 _ . 00
cln • 00 X 12 = .00
c1B) 59,950.00 X 15 = 8,992.50
c19)= 8,992.50
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-05-2008 (0009855 172.66- 10,300.25
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX (:R EDIT 10,127.59
BALANCE OF TAX DUE 1,135.09CR
INTEREST AND PEN. .00
TOTAL DUE 1,135.09CR
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. `' 1!
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE / ,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~J