HomeMy WebLinkAbout01-14-13r NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT. ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVEN UE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 a AFP uza27
PO BOX 280601
HARRISBURG PA PI28-0601
REGO ~~~ G'~~'" Jt DATE 01-14-2013
REGIS-i ,`e ~, a ESTATE OF HARTMAN JANET W
DATE OF DEATH 12-08-2011
p ^, . .,~ FILE NUMBER 21 11-1363
LU1~ uP,Id i~fi F 1 iti C-L COUNTY CUMBERLAND
SAMUEL L ANDES ACN 101
525 N 12TH ST Ci L.E I~ (~'- APPEAL DATE: 03-15-2013
LEMOYNE PA Q~i 9't~td S'C~.' . ~!?~_~ (See reverse side under Objections)
CUMBERLk^;[7 •;'; , Anount Re~itted~~~
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REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APP RAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARTMAN JANET WFILE N0.:21 11-1363 ACN: 101 DATE: 01-14-2013
TAX RETURN WAS: ( 7 ACCEPTED AS FILED ( X7 CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 925,300.00
NOTE: To ensure proper
2. Stocks antl Bonds (Schedule H) C2) .00 credit to your account,
3. Closely Held Stock/Parinars hip Interest (Schedule C) C3) .00 submit the upper portion
of this Form with your
4. Mortgages/Notes Receivable (Schedule D7 (4) .OO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C57 153,284.58
6. Jointly Owned Property (Schedule F7 (6) .00
7. Transfers (Schedule G) (7) 117,794.02
B. Total Assets (e) 1.196.378.60
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 57.915.76
30. Debts/Mortgage LiabiliYles/Liens (Schedule I) (10) 47.902.84
11. Total Deductions C117 105,818.60
12. Net Value of Tax Return (127 1,090x560.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estat¢ Sub3ect to Tax (14) 1.090.560.00
NOTE: If an assessaent 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 pf Line 14 at Spousal rate (157 .00 X DO - .DO
16. Amount of Lina 14 taxable at Lineal/Class A rata (167 1 .09n .560.00 X 045 = 49,075.20
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 kaxable at Collateral/Class B ra t¢ (18) .OD X 15 - .00
19. Principal Tax Due (19 )= 49,075.20
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER OISCOU NT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-16-2012 CD015604 2,453.76 50,000.00
TOTAL TAX PAYMENT 52,453.76
BALANCE OF TAX DUE 3,378.56CR
INTEREST AND PEN. .00
TOTAL DUE 3,378.56CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL OUE IS REFLECTED AS A "CREDIT" CC R), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~7
aev ono ex (oi.io7
~~~ Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
Janet W. Hartman FILE NUMBER
REVIEWED BY 2111-1363
B. B@ISk@y ACN
101
SCHEDULE INO.
EXPLANATION OF CHANGES
H ~_7 Carrying costs for real estate are only allowable deductions if the sale price is used to
value the real estate on Schedule A.
ROW
Paae 1