HomeMy WebLinkAbout07-09-10.~~_ ,. _,~,,..,,, ,.{ ,~~E OF INHERITANCE TAX
~_ ' A'PPRAI`S'EM'E1~T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES .:. -.
INHERITANCE TAX DIVISION +~r :. :_~~~~„~e~J~CTION$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID R GETZ ESQ'~~~{" `~~ ~;~.~~ ~',,. ,
508 N 2ND ST
PO BOX 845
HBG PA 17108-0845
tl) 130,372.20
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c3) .00
c4) .00
c5) 48, 676 .83
c6) 400.00
c7) .00
CUT ALONG THIS LINE ~ --RETAIN-LOWER-PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAMMAKER JAN SFILE N0.:21 09-11b0 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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)
. ..
pennsylvan~a ~~ ~ F,
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 179 , 449.03
Cg) 7 , 981.61
Clo) 42,760.73
C11) 50, 742.34
11. Total Deductions C12) 128, 706.69
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 tate Subject to Tax
f E
t V
l
N C14) 128,706.69
. ue o
s
a
e
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 C16) 1 28 , 706.69. X 045 = 5, 791.80
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)= 5,791.80
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-23-2010 CD012377 263.16 5,000.00
03-2b-2010 CD012538 .00 528.65
DATE 07-05-2010
ESTATE OF HAMMAKER JAN S
DATE OF DEATH 12-08-2009
FILE NUMBER 21 09-1160
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-03-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 5,791.81
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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. ~~