HomeMy WebLinkAbout05-28-10 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPR~AI;SE,~~N"r'-,'-'~~l~~IrWANCE OR DISALLOWANCE
O~F-. IIE~3l~C,TiON~$~ :~-ND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF HUNSBERGER ARTHUR R
DATE OF DEATH 11-07-2008
FILE NUMBER 21 09-0113
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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 E~
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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: HUNSBERGER ARTHUR RFILE N0.:21 09-0113 ACN: 101
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OR
DATE: 05-24-2010
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) C2) .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) C5) 41,666.81
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 41 , 666.81
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1.0 3 8.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 16, 103.25
11. Total Deductions C11) 17, 141.36
12. Net Value of Tax Return C12) 24,525.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 24,525.45
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 12,262.73 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 6 .7 x 045 = 551.82
17. Amount of Line 14 at Sibling rate (17) .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 C19)= 551.82
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-20-2010 CD012263 12.25- 564.73
TOTAL TAX PAYMENT 552.48
BALANCE OF TAX DUE .66CR
INTEREST AND PEN. .00
TOTAL DUE .66CR
* 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.
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