HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _„ _....-'~N(g'~~Cg'~0~' INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'I,~ Aypgp'S~N~1Vfi,•ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF DEDUGTIdNS`AND ASSESSMENT OF TAX
PO BOX 280601 _ ,, J ~ , , .......
HARRISBURG PA 17128-0601 "` ~~ REV-1547 EX AFP (12-08)
~nu~ ~~m,i _~ ~~~,~; (;,~j DATE 01-05-20D9
ESTATE OF HURSH JR JOSEPH L
DATE OF DEATH 05-13-2007
~~~ '"~ ~ '` FILE NUMBER 21 07-0522
n i L ~ t ! i i'~T
Oi-tt ~ ~ L `-' ~ ' ~~~ COUNTY CUMBERLAND
CHARLES E SHIELDS III ~~~! _ ._ ACN 101
6 CLOUSER RD APPEAL DATE: 03-06-2009
MECHANICSBURG PA 17055 (See reverse side under Objections)
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 f- - --------------
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REV-1547 EX AFP C12-087 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HURSH JR JOSEPH L FILE N0. 21 07-0522 ACN 101 DATE 01-05-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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 tSchedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C15)
APPROVED DEDUCTIONS AND EXEMPTIONS: 125,738.03
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.715.48
11. Total Deductions C11) 129.453.1
12. Net Value of Tax Return (12) 729,396.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax ClG) 729,396.73
NDTE: If an assessment was issued previously, lines 14, 15 andlor 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
C1) 702,078.00 NOTE: To insure proper
C2) 6,468.00 credit to your account,
.0 0 submit the upper portion
C3) of this form with your
C4) .00 tax payment.
C5) 150 , 036 .56
C6) .00
C7) 267.48
Ce) 858,850.04
00 X
c16) 364,564.63 X
cln 364,564.63 X
Cls) 267.48 X
00 _ .00
045_ 16,405.43
12 _ 43,747.76
15 _ 40.12
C19)= 60, 193.31
~~~ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-16-2008 CD009574 728.10- 64,350.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 63,621.90
BALANCE OF TAX DUE 3,428.59CR
INTEREST AND PEN. .00
TOTAL DUE 3,428.59CR
( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. ~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAV RF Hilt
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Hursh, Joseph L.
REVIEWED BY
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE
2107-0522
I~~~~ 101
Justin R. Gilmore
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H 34 The deductions claimed for expenses related to property outside Pennsylvania have been
disallowed. Debts secured by property situated outside of Pennsylvania are not allowable
for Pennsylvania purposes, unless the secured debt exceeds the value of the property.
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