HomeMy WebLinkAbout11-09-09COMMONWEALTH OF PENNSYLVANIA
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` '' ~~ ~'~ i ;:~' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -~ ~ f ~ `>•A+~'pR'A7SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION , ~.._~: •w. 1 -+ s L!~ °'~'--`•
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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WILLIAMS S DANIELS
HUMMERS 8~ DANIELS
1 W HIGH ST STE 205
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 11-02-2009
ESTATE OF HARTZELL ETHEL L
DATE OF DEATH 11-17-2007
FILE NUMBER 21 07-1160
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-01-2010
(See reverse side under Objections)
Amount Remitted -1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARTZELL ETHEL L FILE N0. 21 07-1160 ACN 101 DATE 11-02-2009
TAX RETURN WAS: C 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) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
.0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8,15 0.5 9
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 8, 150 .59
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,437 .50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,713 .0 9
11 . Total Deductions C11) S . l~n . ~9
12. Net Value of Tax Return C12) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) .0 0
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= .0 0
rex rQCnTrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE ,Op
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)