HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 02-10-2014
ESTATE OF HARRIGER PATRICIA A
DATE OF DEATH 04-12-2013
FILE NUMBER 21 13-0545
BATURIN ESQ RACHAEL L COUNTY CUMBERLAND
2604 N 2ND ST ACN 101
APPEAL DATE: 04-11-2014
HARRISBURG PA 17110 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---_ --► RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4-- _
REV 1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARRIGER PATRICIA AFILE NO. :21 13-0545 ACN: 101 DATE: 02-10-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,000.94
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) 28,314.41
8. Total Assets (e) 42.315 35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,538.79
30. Debts/Mortgage Liabilities/Liens (Schedule I) 4.11$ 3�
11. Total Deductions (11) 16,657. 14
12. Net Value of Tax Return (12) 25,658.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax C14) 25.658.21
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 (15) .00 x 00 _ - .00
16. Amount of Line 14 taxable at lineal rate (16) nD X 045 = 8a-I'
17. Amount of Line 14 at sibling rate (17). DO X 12i. 0.04
18. Amount of Line 14 taxable at collateral rate -5,
(is) 25,658.21 x 15.-:= 3,848-.7�5
19. Principal Tax Due 0191= -3,848.7,34
TAX CREDITS: - "
PAYMENT RECEIPT DISCOUNT C+7 -)�
-
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID J_ .
07-09-2013 CD017858 -�T�
192.44
4,300.00 r `rye
T7
co
TOTAL TAX PAYMENT 4,492.44
BALANCE OF TAX DUE 643.71CR
INTEREST AND PEN. .00
TOTAL DUE 643.71CR
3 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 FOR INSTRUCTIONS.
r
AEV.1470ex(01y0)-
pennsylvania INHERITANCE TAX
.t DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISM�RG
DECEDENT'S NAME FILE NUMBER
Patricia A Harriger 2113-0545
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Corrections made per letter received from attorney.
ROW Page 1
10 pennsytvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12.13)
INHERITANCE TAX D1vIBIDx
PO 200607 STATEMENT OF ACCOUNT
HARRISBURG PA 17120-0607
DATE 03-17-2014
ESTATE OF HARRIGER PATRICIA A
DATE OF DEATH 04-12-2013
FILE NUMBER 21 13-0545
COUNTY CUMBERLAND
BATURIN ESQ RACHAEL L ACN 101
2604 N 2ND ST
HARRISBURG PA 17110-1108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS 4—
_ __ _ ___ __ __ __ _ _ __ _ _ _ ____ _ _ _ __ __ _.. _ __ . . .-_ _... __ - _ _ .- _ _ _ . .- - - _ _ _-_- _ _ .__,.- ___
REV-1607 EX AFP C12-13) ■x� INHERITANCE TAX STATEMENT dF ACCOUNT *R1(
ESTATE OF:HARRIGER PATRICIA A FILE NO. : 21 13-0545 ACN: 101 DATE: 03-17-2014
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-03-2014
PRINCIPAL TAX DUE: 3,848.73
PAYMENTS (TAX CREDITS) :
ry
PAYMENT RECEIPT DISCOUNT (+) C> °
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-) C M
07-04-2013 CDO17858 142.44 4,300.0 'O
02-25-2014 REFUND .00 643.73x+ ).,C,. PV m m
v Cn F .
aCn o
Qb
::E 'tt _
'C>
0 ~
TOTAL TAX PAYMENT 3,848.73
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE
. 00
* IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS. \(�