HomeMy WebLinkAbout07-16-10 NOTI~~tiY,p< ~FIHERITANCE TAX pCI1nSy~VC~C»a
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
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ASSESSMENT OF TAX REV-1547 EX AFP (12'09) _
PO BOX 280601 ~ `-' ~ ~`
HARRISBURG PA 17128-0601
~~~ J~~ ~ 6 ~~ ~' ~0 DATE 07- 13-2010
ESTATE OF HUBLEY JOHN E
~~~ ~~ DATE OF DEATH 01-01-2010
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U~~ j ~~-~~T F I L E N U M B E R 21 10 - 0 0 5 2
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~,~~' ~; COUNTY CUMBERLAND
JOEL R ZULLINGER ~
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G~~'~' - ACN 101
14 N MAIN ST STE 200 APPEAL DATE: 09-11-2010
C H A M B E R S B U R G P A 17 2 01 (See reverse side under Objections
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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--- _ ______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUBLEY JOHN EFILE N0.:21 10-0052 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
C1) 158,500.00
cz) 1 , 271 , 154.08
c3) .00
c4) .00
c5) 10,601.98
c6) .00
~~) 49,486.27
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cs) 1,489,742.33
fig) 35 , 959.42
clo) 3, 171 .84
C11) 39, 131 .26
11. Total Deductions X12) 1 , 450 , 611.07
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1 , 450, 611.07
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 (15) 86,474.53 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .364 , 1.36__ 54_ X 045 = 61 , 386.14
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 ~ 19)= 61 , 386.14
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-30-2010 CD012543 3,069.31 58,316.84
TOTAL TAX PAYMENT 61,386.15
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONSr~~~~