HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`~'`/~ n{~ ~ nr-~~~r J~Q.TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _' ~~,~ ~~ ~~
INHERITANCE TAX DIVISION `_' '!Y~'FRA~S~E~IENT, ALLOWANCE OR DISALLDWANCE
PD BOX 280601 ^~ QFrL~E;DUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-D601 - v,.,~ ~ ` ~ .F `"' ° ""~ °
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THOMAS A ARCHERC~!'; ~ ' ~ %'". ~~
ARCHER & ARCHER
2515 N FRONT ST
HBG PA 17110
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUDSON CATHERINE T FILE N0. 21 08-0827 ACN 101 DATE 03-09-2009
TAX RETURN WAS: (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
(1) .00 NOTE: To insure proper
I2) 143 ,773.72 credit to your account,
(3)
.0 0 submit the upper portion
of this form with
your
C4) .00 tax payment.
t5) 47 , 179.13
c6)_ 116, 034.30
cn 16,628.88
Ie) 323, 616.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,386 .20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.364 .09
11. Total Deductions I11) 70.70.79
12. Net Value of Tax Return C12) 302,865.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax I14) 302,865.74
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 I15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 302, 865.74 X 045 = 13, 628.96
17. Amount of Line 14 at Sibling rate I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due Ily)= 13,628.96
TAY /`DCTTTC.
PAYMENT
DATE RECEIP
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-31-2008 CD010484 681.45 12,947.51
TOTAL TAX CREDIT 13,628.96
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 81, 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.)
REV-1547 EX AFP C01-09)
DATE 03-09-2009
ESTATE OF HUDSON CATHERINE T
DATE OF DEATH 08-04-2008
FILE NUMBER 21 08-0827
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: