HomeMy WebLinkAbout02-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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~'~'' '1;~(~ f'\ --`,~l~TI§E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 7~PpRAISE,MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ _'~~, i ~ pF,,~E'DUGTIDNS AND ASSESSMENT OF TAX
PO BOX 280601 '.L "~~
HARRISBURG PA 17128-0601 REV-1547 IX AFP (12-OS)
2Q09 F~$ l 3 P~ ~ ~ 41 ESTATE OF HUGHES2009 JOHN E
C4~~~;K~~r DATE OF DEATH 02-11-2008
fir.<,n ~nu~s FILE NUMBER 21 08-0179
Q~~~"~'' a `•`~-~ ;~~~~'~ ~A COUNTY CUMBERLAND
JAN M WILEY Cy4,',,r ~~ ~ ACN 101
THE WILEY GROUP APPEAL DATE: 04-10-2009
13 0 W CHURCH S T (See reverse side under Objections )
DILLSBURG PA 17019 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 ~
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUGHES JOHN E FILE N0. 21 08-0179 ACN 101 DATE 02-09-2009
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)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
(1) 223, 117.68 NOTE: To insure proper
(2) 7,611.28 credit to your account,
00 submit the upper portion
(3) . of this form with your
(y) .00 tax payment.
(5) 312, 167.29
(6) 2, 065.64
(7) 281,903.59
($) 826,865.48
38x617.39
(9)
(l0) 7.347.73
C11) 4~.96~+.19
(1z) 780,900.36
Non-elected 9113 Trusts (Schedule .I) C13) .00
c14) 780,900.36
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) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 780, 900.36 X 045 = 35, 140.52
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 = .DO
19. Principal Tax Due
rev rnrnrrn. (lg). 35, 140.52
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-08-2008 CD009693 1,757.03 34,200.00
TOTAL TAX CREDIT 35,957.03
BALANCE OF TAX DUE 816.51CR
INTEREST AND PEN. .00
TOTAL DUE 816.51CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TDTAL DUE IS LESS THAN +il, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) VVVVVV