HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' NOtICE OF INHERITANCE TAX
_'APPRAI,SEMENT, ALLOWANCE OR DISALLOWANCE
""_ ;__;' O,F DEDUCTIONS AND ASSESSMENT OF TAX
~ ~,!_-i it
JAY R BRADERMAN ESQ ~ ~``~
LAVERY ETAL
PO BOX 1245
HBG PA 17108-1245
REY-1547 EX AFP (01-09)
DATE 0!i-04-2009
ESTATE OF HARTWIGSEN MARY E
DATE OF DEATH 0.?-08-2008
FILE NUMBER 2:l 08-0284
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-03-2009
(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 _ --) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (01-097 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARTWIGSEN MARY E FILE N0. 21 08-0284 ACN 101 DATE 05-04-2009
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
(1) 232,484.88 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 45,324.84
c6) 65,478.39
cn 57,860.85
(B) 401,148.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
20 ,, 458 .35
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.722 .01
11. Total Deductions I11) 7A.180.36
12. Net Value of Tax Return C12) 374, 968.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax (lG) 374,968.60
NOTE: If an assessment was issued previously, l ines 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 X15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate c16) 374,968.60 X 045 _ 16,873.59
17. Amount of Line 14 at Sibling rate X17) . 00 X 12 _ . DO
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due c19)= 16,873.59
rex rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT F'AID
05-02-2008 (0009649 526.32 10,000.00
12-12-2008 (0010638 39.61- 6,386.88
04-27-2009 SBADJUST .00 1.82
TOTAL TAX CREDIT 16,873.59
BALANCE OF TAX DUE .00
INTEREST ANTI PEN. .00
TOTAL DIIE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)