HomeMy WebLinkAbout05-07-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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~,P ,.,;.,,~~~,.- .;~~TOF INHERITANCE TAX pennsyLvan~a ~
~i ~~.R~S.E~ ~ ALLOWANCE oR DISALLOWANCE DEPARTMENT OF REVENUE
~~~~~~Q~1`'Dv;~i,,,ONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-o9)
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WILLIAM C ANDERS01~"'~~~"~ ~'
ANDERSON ETAL
1423 E MARKET ST
YORK PA 17403
DATE 05-10-210
ESTATE OF HARTMAN~'' CARL B
DATE OF DEATH 05-09-2 06
FILE NUMBER 21 06-0 76
COUNTY CUMBERL ND
ACN 101
APPEAL DATE: 7-09-2010
(See reverse side unde Objections )
Amount Remitted ~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUA E
CARLISLE PA 170 3
CUT ALONG THIS LINE -- ~- --RETAIN LOWER PORTION FOR-YOUR RECORDS- F
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: HARTMAN CARL BFILE N0.:21 06-0476 ACN: 11
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CE OR
1 DATE: 05-10-2010
TAX RETURN WAS: C ) ACCEPTED AS FLLED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 193,520.0
2. Stocks and Bonds (Schedule B) (2) .0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0
4. Mortgages/Notes Receivable (Schedule D) (4) .0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,2 6 5.0
6. Jointly Owned Property (Schedule F) (6) 14, 792. 9
7. Transfers (Schedule G) C7) 1 , 723, 940. 4
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 3,7 6 5.9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0
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
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8) 1,937,518.37
( 1) 23, 765.90
( 2) 1,913,752.47
c 3) .00
c 4) 1,913,752.47
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .91 ~ .757.47 x 045 = 86, 118.86
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 86, 118 .86
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-08-2009 CD012082 16,216.27- 102,496.2
~~
IUTAL TAX PAYME T 86,279.97
BALANCE OF TAX D E 161.11CR
INTEREST AND PE .00
TOTAL DUE 161.11CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS ''FORM FOR INSTRUCTIONS.
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REV-1470 EX (Ot-1 o) ~.1
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l~,. ;3t ennsylvan~a INHERITANCE TAX
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DEPARTMENT OF REVENUE EXP/L~ANAT±IO~N
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FI E NUMBER
Hartman, Carl 2106-0476
REVIEWED BY ~ A N
Justin R. Gilmore 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the co rection of an error in
arithmetic. i
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