HomeMy WebLinkAbout07-28-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL razes APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 07-28-2014
ESTATE OF HAULMAN NATASHA
DATE OF DEATH 09-21-2011
FILE NUMBER 21 13-0731
STEWART ESQ RICHARD W COUNTY CUMBERLAND
301 MARKET ST ACN 101
APPEAL DATE: 09-26-2014
LEMOYNE PA 17043-1662 (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 +- _ _
REV-1547 EX AFP -
(08 13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAULMAN NATASHA FILE NO. :21 13-0731 ACN: 101 DATE: 07-28-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .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
of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) .00
12. Net Value of Tax Return C12) . DO
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (137 .00
14. Net Value of Estate Subject to Tax (147 . 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 = .DO
16. Amount of Line 14 taxable at lineal rate (16) -On x 045 = .00
17. Amount of Line 14 at sibling rate (17) no x 12n= r" .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 157 1;z .001�T.00 J3
19. Principal Tax Due 7 _
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) = i
DATE NUMBER INTEREST/PEN PAID (-) :;Ii�_V� 0D
0 J-O� (ENT . 00
DUE .00
N. . 00
.00
v 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.