HomeMy WebLinkAbout02-27-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~,T ~ !- NOTTCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ _ AP-P~I~A~SEMfNT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~OFj~EDUr~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ` ~~ -- -
HARRISBURG PA 17126-0601 REV-1547 EX AFP CO1-09)
~~~~ ~~~ ~-~ ~~'~_ ~ $ DATE 02-24-2009
ESTATE OF HARTY JAMES M
DATE OF DEATH 07-28-2008
~~~~°~~~ ~~%~ FILE NUMBER 21 08-0878
G~i~rr~~'~~ 1'~~' C~uURT
~ „ ,t ~„_, COUNTY CUMBERLAND
THOMAS A FLOWER ~~i„~ , _ ,. , .C'.' ~...~., PA ACN 101
SAIDIS ETAL APPEAL DATE: 04-25-2009
210 9 MARKET S T (See reverse side under Objections )
CAMP HILL PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF 'WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARTY JAMES M FILE N0. 21 08-0878 ACN 101 DATE 02-24-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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
13
14
C15)
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 rucnrrc.
~1) .00 NOTE: To insure proper
(2) 6,075.82 credit to your account,
00 submit the upper portion
C3) . of this form with your
~4) .00 tax payment.
c5) .00
cs) 111, 522.33
~7) 12, 381 .51
c8) 129, 979.66
11,457.10
C9)
c10) 10.024.79
C11) T1 .481.89
108 497.77
c16) 108,497.77 X
c17) . 00 x
cle) • 00 x
00 _ .00
045_ 4,882.40
12 _ .00
15 _ .00
c19)= 4,882.40
PAYM N
DATE RECEIPT
NUMBER DISCOUN +)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-20-2008 CD010445 244.12 4,638.29
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Net Value of Tax Return C12)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax I14) 108,497.77
.00 X
4,882.41
.O1CR
.00
.O1CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.)