HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE"OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAiSE~IENT, ALCOWANCf OR DISALLOWANCE
INHERITANCE 7AX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806(11 -
HARRISBURG F'A 17128-0601 REV-1547 EX AFP C06-05)
iL ~ _~ ::~~D~~E~ 09-29-2008
R ESTATE OF HUGHES ZELDA I
,.DATE OF DEATH 10-09-2007
,~ . ~ ' ..,ESE NUMBER 21 07- 1006
:~OrlNTY CUMBERLAND
KEVIN M SCOTT dCH'~~ 101
SAUL EWING APPEAL DATE: 11-28-2008
2 N 2 N D S T 7TH F L R (See reverse side under Objections
HBG PA 17101 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 E-
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUGHES ZELDA I FILE N0. 21 07-1006 ACN 101 DATE 09-29-2008
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. 12ea1 Estate (Schedule A) C1) .00 NOTE: To insure proper
2. :itocks and Bonds (Schedule B) ~2) ,QQ credit to your account,
.OU submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. (Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,482.2 7
6. Jointly Owned Property (Schedule F) C6) 377.92
7. 'Transfers (Schedule G) (7) 16,969.95
8. Total Assets Ce) 20,830.14
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,552.66
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,513.91
11. Total Deductions C11) 6.066.57
12. Net Value of Tax Return X12) 14,763.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax 114) 14,763.57
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 C15) • 00 X 00 = . DO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 14,763.57 X 045 = 664.36
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due C19)= 664.36
IAA I.RCLl IJ'
PAYMIENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
*** SUMMARY 0 ALL 05 PAYMENTS **
06-23-•2008 .00 627.08
INTERE'.~T IS CHARGED THROUGH 10-14-2008 TOTAL TAX CREDIT 627.08
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 37.28
REVERSE= SIDE OF THIS FORM INTEREST AND PEN. .69
TOTAL DUE 37.97
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. `
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE .,I)nr\J
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) y