HomeMy WebLinkAbout02-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTM~,ENT OF REVENUE
_,.-r,~•.!'?c\w'~ l~q,T1~~C..~F~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - APpRA{~E~IENTj AiLLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 ;~',-i :~~~',`!~1~D,~lCT4bNS'AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 LL REV-1547 EX AFP COl-09)
ZQ~9~G~2~ ~~~~' ~~ DATE 02-16-2009
ESTATE OF HUGHES R B
~ n~ (~~' DATE OF DEATH 06-09-2008
C,_~ ~~
~Rp~-~~~`~~~.~~~`~~~PA COUNTYUMHER CUMBERLAND
JAMES D BOGAR ~~ ~~~A` °' ACN 101
BOGAR & HIPP LAW OFCS APPEAL DATE: 04-17-2009
1 W MAI N ST (See reverse side under Objections)
SHIREMANSTOWN PA 17011 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 l---~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUGHES R B FILE N0. 21 08-0821 ACN 101 DATE 02-16-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 4,785.74 credit to your account,
3. Closely Held StocklPartnership Interest (Schedule C) (3) .00 submit the upper portion
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) 138,194.8 7
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 26,247.65
8. Total Assets (g) 169,228.26
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) .00
169,228.26
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) CL3) •00
169,228.26
14. Net Value of Estate Subject to Tax C14)
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) 169,228.26 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 04 5 . .00
17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 ._ .00
19. Principal Tax Due (19). .00
TAY f`DChTTC.
PAYMENT
DATE REC IP
NUMBER DISCOU (+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT ,DO
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE ,00
'~
* 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
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)