HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
JAMES W ABRAHAM ESQ
45 E MAIN ST
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_ NOTICE OF INHERITANCE TAX pennsy~~/an~a ;- ~
APPR ~~/' ~ ~ I~V~CCE OR DISALLOWANCE
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OF ~€A~~;~R~s;~„A~NQ ASSESSMENT OF TAX REV-1547 Ex AFP C12-11)
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HUMMELSTOWN PA 17036-1616
ATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-18-2012
HARTSWICK JR FREDRICK W
10-31-2010
21 10-1114
CUMBERLAND
101
APPEAL DATE: 08-17-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARTSWICK JR FREDRICK WFILE N0.:21 10-1114 ACN: 101 DATE: 06-18-2012
TAX RETURN WAS: (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)
C1) 117,740.10
C2) 7,452.00
C3) .00
c4) .00
C5) 15,540.00
C6) .00
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 140 , 731.10
C9) ,~ 8.00
Clo) 8,653.30
11. Total Deductions
C11)
24,191.30
12. Net Value of Tax Return C12) 116,539.80
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 116,540.00
NOTE: If an assessment was issued previously, li nes 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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 77.694.00 x 045 = 3,497.00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 38,846.00 X 15 - 5,827.00
19. Principal Tax Due C19)= 9,324.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
01-31-2012 CD015527 .00 9,324.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-01-2012 TOTAL TAX PAYMENT 9,324.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 140.68
TOTAL DUE 140.68
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.