HomeMy WebLinkAbout12-08-08BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
TAXES ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
. _ ., _. ~ .. ~ ~ OF- DEDUCTIONS AND ASSESSMENT OF TAX
2~~~ ~C -~ P~`i 3~ ~ 7
CL~ ~;,
JAMES D HUGHESC~~~Q "'
354 ALEXANDER SPRNG RD
CARLISLE PA 17015
DATE 12-01-2008
ESTATE OF NICKEY GAYLE V
DATE OF DEATH 05-25-2008
FILE NUMBER 21 08-0704
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-30-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,A 17013
CUT ALONG THIS LINE ---- -~ R_ETA_IN LOWER POR_TION_ 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 NICKEY GAYLE V FILE N0. 21 08-0704 ACN 101 DATE 12-01-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 50.12
c6) 25~, 198.35
n) .00
cs) 128,284.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~y) 14,,56 3.52
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
clo) 10,350.85
(11) 94.914.7
c12) 103, 369.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax
cl4) 103,369.75
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rex rornrTC.
c15) • 00 X 00 _ . 00
c16) 103, 369.75 X 045 _ 4, 651 .64
cln .00 X 12 _ .00
c1B) .00 X 15 _ .00
c19)= 4,651.64
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
08-25-2008 (0010184 232.58 4,419.06
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
cl) .00
cz) 103, 035.65
c3) .00
c4) .00
REY-1547 EX AFP (06-05)
TOTAL TAX CREDIT 4,651.64
BALANCE OF T,AX DUE .00
INTEREST ANLI PEN. .00
TOTAL DUE .00
%~
r
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. ~„
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE i(f}
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)