HomeMy WebLinkAbout06-17-13 M NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL raxES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP CO3-13)
PO BOX 280601
HARRISBURG PA 17128-0601
R��p�;�}��; �,��c� aF DATE Ob-17-2013
��{`�,cy��,,� �i ''r`:`►I..LS ESTATE OF HARTMAN JANET W
DATE OF DEATH 12-08-2011
.`�J�3 �uN �,7 ! I I 1 IZ FILE NUMBER 21 11-1363
COUNTY CUMBERLAND
SAMUEL L ANDES � �° ACN 101
CL��th Q�'
525 N 12TH ST APPEAL DATE: 08-16-2013
L E M 0 Y N E P A i�b�l'F�A N S� ����; (See reverse side under Objections)
CUMBERLAND C�•. PA 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_ E- _ ______________
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REV-1547 EX AFP (02-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARTMAN JANET WFILE N0. :21 11-1363 ACN: 101 DATE: 06-17-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •�� NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) �Z� .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) •00
6. Jointly Owned Property (Schedule F) �6� .00
7. Transfers CSchedule G) ��� .0 0
8. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) �q� 28.97 0.8 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) �lp� .00
11. Total Deductions C11) 28,970.82
12. Net Value of Tax Return C12� 28,970.82-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) �lg� .00
14. Net Value of Estate Subject to Tax �14� 1,061,589. 18
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate (16) � •��� •��9- �� x 045 = 47,771.51
17. Amount of Line 14 at sibling rate (17) -�� X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 47,771.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
02-16-2012 CD015604 2,388.58 50,000.00
01-31-2013 REFUND .00 3,378.56-
TOTAL TAX PAYMENT 49,010.02
BALANCE OF TAX DUE 1,238.51CR
INTEREST AND PEN. .00
TOTAL DUE 1,238.51CR -
�
� 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 FOR INSTRUCTIONS.
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REV-1470 EX(01-10)
�� � �'�� pel'II�S�/LVc�r11C� INHERITANCE TAX
?' DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Janet W. Hartman 2111-1363
REVIEWED BY ACN
Joseph Collins 101
ITEM
SCHEDULE Np_ EXPLANATION OF CHANGES
A Forwarded to Post Assessment Review Unit in reference to the reduction to Schedule A.
H Accepted additional deductions.
Row PaQe 1