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HomeMy WebLinkAbout05-20-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE „ NDTjFE,QF 3MkERITANCE TAX BUREAU OF INDIVIDUAL TAXES AppRALS~MEN~T.~ ALLOWANCE OR DISALLDWANCE INHERITANCE TAX DIVISION OF DEDUCTIbNS AND ASSESSMENT OF TAX PO BOX 280601 ._ _. HARRISBURG PA 17128-0601 -- ~ v REV-1547 EX AFP CD1-09) ?~'~~t~Y G~ ~~~4HSTATE OF HULSE-2009 PATRICIA A DATE DF DEATH 01-25-2008 ^` ^~; ~~'Y .~LE NUMBER 21 D8-.0449 I,,LCh.V`'. ~~i~ ~~GH, `` ~~-~ ~U~Q~,NTY CUMBERLAND RICHARD C SNELBAKER ~;t'~^,. _ ~., ;~A 101 SNELBAKER K BRENNEMAN C~'+ APPEAL DATE: 07-03-2009 PO BOX 318 (See reverse side under Objections) MECHANICSBURG PA 17055 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS .CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LDWER PORTION 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 HULSE PATRICIA A FILE N0. 21 08-0449 ACN 101 DATE 05-04-2009 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) C1) .DO NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) ,DQ credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .DO submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 53.412.00 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) C7) 164,272.21 s. Total Assets CB) 217,684.21 APPROVED DEDUCTIDNS AND EXEMPTIONS: 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) ) -'~ • 473 - rig 12. Net Value of Tax Return C12) 204,210.62 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 204,210.62 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 C15) 169,735.17 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 34, 475.45 X 045 = 1 , 551.40 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00 19. Principal Tax Due C19)= 1,551.40 TAY /`D CTTTC. A ME T DATE RECEIP NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 12-12-2008 (0010643 8.63- 1,560.03 BALANCE OF UNPAID INTEREST/PENALTY AS OF * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 12-13-2008 TOTAL TAX CREDIT 1,551.40 BALANCE OF TAX DUE .00 INTEREST AND PEN. 5.67 TOTAL DUE 5.67 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 01 1268 HULSE JOHN M 421 PARK HILLS DRIVE MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: ssN: ~ ss-3o-~27s FILE NUMBER: 2108-0449 DECEDENT NAME: HULSE PATRICIA A DATE OF PAYMENT: 05/20/2009 POSTMARK DATE: 05/20/2009 COUNTY: CUMBERLAND DATE OF DEATH: 01 /25/2008 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 55.67 TOTAL AMOUNT PAID: REMARKS: RECEIPT GIVEN TO ATTY CHECK# 210 SEAL INITIALS: JN REV-1162 EXI11-96) 55.67 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS