HomeMy WebLinkAbout01-08-10~r..~OT-3CE
AP~RAI~fE~FlEAt~T,
' OF INHERITANCE TAX
ALLOWANCE OR DISALLOWANCE Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES
~ ,, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION t ~'DF DE'~UGTID
~ NS AND ASSESSMENT OF TAX REV-1547 EX AFP Q2-09)
PO BOX 280601 ~ .. '.: ~ ~-
' ~' ' '
HARRISBURG PA 17128-0601
~Q~~ ~~~ -$ ~~ ~' ~ ~ DATE 12-28- 2009
ESTATE OF HIKES MILDRED G
pRP~'r~~Pi, 5 C~''J~T
BRUCE J WARSHAW~ ' r' ' ~~ PP.
CUNNINGHAM & CHERNICOFF
2320 N 2ND ST
HBG PA 17110
DATE OF DEATH 11-07-2008
FILE NUMBER 21 08-1136
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 0,2-26-2010
(See reverse side under'Objections)
ABtount Re~itted
MAKE CHECK PAYABLE AND ''REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17018
CUT ALON_6 THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~---~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP -----------------N---
RAISEMENT, ALLOWA CE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAkr
ESTATE OF: HIKES MILDRED GFILE N0.:21 08-1136 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. seal Estate (schedule a) (1) 147,699.99
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,436.58 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .Od submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .Od tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 260,712.6a
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
a. Total assets (B) 411,849.20
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 41.804.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 39 7.57
11. Total Deductions (11) 42,202.56
12. Net Value of Tax Return C1Q) 369,646.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 10.000.00
14. Net Value of Estate Subject to Tax (14) 359,646.64
NOTE: If an assessaent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
(15) .00 X
C16) . DO X
C17) 9?.~76.44 X
(18) 337,270.20 X
00 = .00
045 = .00
1'2 = 2, 685.17
15 = 50,590.53
(19)= 53,275.70
r,. rncn~ rctctlri DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-23-2008 (0010686 2,663.79 63.500.00
TOTAL TAX PAYMENT 66,163.79
BALANCE OF TAX DUE 12,888.09CR
INTEREST AND PEN. .00
TOTAL DUE 12,888.09CR
~ IF PAID AFTER DATE INDICATEDr SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.