HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES API'RAi3EMEt~T, . ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~•r ~ ^~*SQ~F~ ~~,~,~T~+ONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ a~ i.,!,-~ ~ L; ~ ~`;~; , ~ .
HARRISBURG PA 17128-0601
~~#D APR 23 P~ I2~ 41
~LE~~ tw
R a ~ ~~ ~,~1 ~T
MELAINE WALZ SCA ~TC_, ~_~ , ~~/~,
SCARINGI K SCARINGI
2000 LINGLESTOWN RD 1
HBG PA 17110
DATE 04-19-2010
ESTATE OF HUGHES MARY E
DATE OF DEATH 05-15-2009
FILE NUMBER 21 09-0472
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-18-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUGHES MARY EFILE N0.:21 09-0472 ACN: 101 _ _______________
OR
DATE: 04-19-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 150, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 =submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,7 6 5.4 4
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 47, 701.40
8. Total Assets (8) _ 203,466.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 7.2 54.6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 121.2 8
11. Total Deductions C11) 27, 375.94
12. Net Value of Tax Return C12) 176, 090.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 176, 090.90
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 =• .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 176 . n90 . 90 x 045 = 7, 924.09
17. Amount of Line 14 at Sibling rate C17) _ DO X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)=~ 7, 924.09
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-06-2009 CD011577 396.20 8,400.00
TOTAL TAX PAYMENT 8,796.20
BALANCE OF TAX DUE 872.11CR
INTEREST AND PEN. .00
TOTAL DUE 872.11CR
* IF PAID AFTER DATE INDICATED, 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.
~~1