HomeMy WebLinkAbout05-07-10-~ .-tir,~ ~r;-rNQ~i'~ INHERITANCE TAX
A~PRk~~rE'ME`H,"~`; ~-LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ~ ^ ~.~,,,,,jj,,~
INHERITANCE TAX DIVISION i~~:.,',~}~~CI~D~IG~Y'l~`W$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ANTHONY L DELUCA ES~
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-03-2Q10
ESTATE OF HUGHES FRIEDA M
DATE OF DEATH 02-24-209
FILE NUMBER 21 09-0274
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-02-2010
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUGHES FRIEDA MFILE N0.:21 09-0274 ACN: 101
-----------------
OR
DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 37, 766 .29 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 72, 941.04
8. Total Assets (8) 110 , 707.33
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8.212.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,410.3 6
11. Total Deductions C11) 15, 622.52
12. Net Value of Tax Return C12) 95, 084.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 95, 084.81
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 95.084.81 X 045 = 4,278.82
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 4,278.82
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-20-2009 CD012017 .00 4,278.82
TOTAL TAX PAYMENT 4,278.82
BALANCE OF TAX UE .00
INTEREST AND PE~1. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR'EDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~~