HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX pennsylvania
` APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Q1 DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-]547 IX AFP (OB-I3J
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF HARTSOCK RUTHELLA
DATE OF DEATH 09-25-2012
FILE NUMBER 21 13-0984
COUNTY CUMBERLAND
KUFFA SHERRY A ACN 101
547 HILLCREST DR APPEAL DATE: 07-18-2014
CARLISLE PA 17015 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARTSOCK RUTHELLA FILE NO. :21 13-0984 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this folG/with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tw ,paymenw,
�� s
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 ';13-R1 fn n
6. Jointly Owned Property (Schedule F) (6) &O ::3
7. Transfers (Schedule G) (7) rn C'> "� O
8. Total Assets r 2 R1 00
APPROVED DEDUCTIONS AND EXEMPTIONS: p
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 0 -p T
O
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) " -r7 �_ n
11. Total Deductions �(VD) ~ r m •00
12. Net Value of Tax Return 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 'D(li) N x.00
14. Net Value of Estate Subject to Tax (14) . 00
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) no X 045 - . 00
17. Amount of Line 14 at sibling rate (17) -nn X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . 00
+ 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. \
REV-5470 EXIOiAOj -
>t ° INHERITANCE TAX
Pennsylvania EXPLANATION SSN
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
RD Box 280601
HARRISBURG,PA 17128-0601
DECEDENTS NAME FILE NUMBER
Ruthella Hartsock 2113-0984
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E 1 The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 1 211 6/201 3 under ACN 14013911.
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