HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
KOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ :gpp~plSE;M'ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~
HARRISBURG PA 17128-0601 '_! ~ -
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RICHARD C SNELBAKER ~^
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
DATE 05-04-2009
ESTATE OF H'ULSE PATRICIA A
DATE OF DEATH 01-25-2008
FILE NUMBER 21 08-0449
COUNTY CUMBERLAND
ACN 1D1
APPEAL DATE: 07-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I_0 COURT HOUSE
CARLISLE, P~4 17013
CUT ALONG THIS LINE -'1 RETAIN LOWER PORTION FOR YDUR RECORDS E-
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF HULSE PATRICIA A FILE N0. 21 08-0449 AI'N 101 DATE 05-04-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAN''GED
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:
CL) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 53.,412.00
c6) .00
cn 164,272.21
~$) 217,684.21
13,473.59
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions
C11)
1;.473.59
12. Net Value of Tax Return C12) 204,210.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) (13) •00
14. Net Value of Estate Subject to Tax (lG) 204,210.62
NOTE: If an assessment was issued previously, l ines 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 C15) 169,73Ei.17 X OD _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 34,47Fi.45 X 045 = 1,551.40
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 _ .00
19. Principal Tax Due (19)= 1,551.40
rex rocnrre.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
12-12-2008 CD010643 8.63- 1,560.03
liALANCE OF UNPAID INTEREST/PENALTY AS OF 12-13-2008 TOTAL TAX CREDIT 1,551.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.67
TOTAL DUE 5.67
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)