HomeMy WebLinkAbout06-13-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
!~ iNOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,~APPRAI3EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601 -
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
2~'~~J ,,1~?~ ~ ~ ~'~,~~ ~ ~ DATE 06-09-2008
ESTATE OF HURST DONALD G
~~ ~~~( ~~ DATE OF DEATH 07-16-2007
,r- ~ FILE NUMBER 21 07-0718
n
G~PI-a,~,l~ ~ ~~,.~1~ ,
RICHARD W STEWAR~~M~~fr ^^~ ~ ~ ~ pfd COUNTY CUMBERLAND
ACN 101
JOHNSON ETAL APPEAL DATE: 08-08-2008
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS H
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HURST DONALD G FILE N0. 21 07-0718 ACN 101 DATE 06-09-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 17 2,8 05.0 3 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 86,000.00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14 5,468.03
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 161,051.10
e. Total Assets fig) 565,324.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
35,130 .01
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.644 .45
11. Total Deductions I11) 36.774.46
12. Net Value of Tax Return (12) 528,549.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 528,549.70
NOTE: If an assessment 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 of Line 14 at Spousal rate (15) 314,274.85 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 214,274.85 X 045 _ 9,642.37
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 _ .00
19. Principal Tax Due Clg)= 9, 642.37
TAY !`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-16-2007 CD008824 482.12 10,000.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 10,482.12
BALANCE OF TAX DUE 839.75CR
INTEREST AND PEN. .00
TOTAL DUE 839.75CR
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)