HomeMy WebLinkAbout95-0530REV-1~°`l"ESC AFP (12-95)
COMMONWEAl7H OF PENNSYLVANIA ACN 1 0 1
DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX
SuREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG, PA 17128-0601 DATE 05-27-96
ESTATE OF H B JEAN S FILE N0. 21 95-0 0
DATE OF DEATH 06-16-95 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PA!'ABLE TO "REGISTER OF WILLS, AGENT'•
REMIT PAYMENT T0:
JOHN E SLIKE ESQ REGISTER OF WILLS
SAIDIS ETAL CUMBERLAND CO COURT HOUSE
2109 MARKET ST CARLISLE, PA 17013
CAMP HILL PA 17011
Amount Remitted
CUT ALONG SHIS LYNE ra•- kc`lpifn Lui~er i-ii%TC~ Fv~ 1~"~!L"~ E~~:C.^brl''~ -=~!
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REV-1547 EX AFP (12-95) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUBER JEAN S FILE N0. 21 95-0530 ACN 101 DATE 05-27-96
TAX RETURN WAS: C ) 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) (1) 97 , 000.00
2. Stocks and Bonds (Schedule B) (2) 760,738.22
3. Closely Held Stock/Partnership Interest (Schedule Cl (3l .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 24,36 1.5 5
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8 Total Assets (g) 882, 099 .77
.
APPROVED DEDUCTIONS AND EXEMPTIONS: 64,321.34
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 2,7 37.34
11. Total Deductions (11) 77.058.68
12. Net Value of Tax Return (12) 805, 041.09
13. Charitable/Governmental Bequests (Schedule J) (13) 2,000.00
14. Net Value of Estate 5uoject io Tax (~4) 803, 041.09
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 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 ) • 0 0 X . 0 0= . 0 0
16. Amount of Lina I4 taxable at Lineal/Class A rate (16) 801 , 091.09 X . 06_ 48, 065.47
17. Amount of Line 14 taxable at Collateral/Class B rats (17) 1 , 950.00 X . 15. 292.50
18. Principal Tax Due (18) 48,357.97
TOX CREDITSs
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
09-14-95 AA082143 2,210.53 42,000.00
02-26-96 AA112554 .00 4,057.44
INTEREST IS CHARGED FROM 03-I7-96 TO 06-04-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 48,267.97
BALANCE OF TAX DUE 90.00
INTEREST AND PEN. 1.78
TOTAL DUE 91.78
---- ~•~~ r-~nTre7Fn. SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
----• -••~ .~ orri ~rTFD AS A "CRFDTT•' (CR) . VOII MAV BE Dl1E