HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HUBERT X GILROY ESQ
10 E HIGH ST
NOTICE OF INHERITANCE TAX Pennsylvania ~ `~~~
APPR~4-~SEI~ENT ' aL•Li1W~4'~f[CE OR DISALLOWANCE DEPARTMENT OF REVENUE
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OF DEDUCTIONS ANI~, ASSESSMENT OF TAX REV-1b47 EX AFP c12-o9)
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~~~~ ~JG ~ ~ ~~~~ ~~: c~~ATE o8-09-2010
ESTATE OF HAIR RICHARD H
DATE OF DEATH 03-10-2010
L~~~'~ ~-~'~ FILE NUMBER 21 10-0262
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~F' ''~ COUNTY CUMBERLAND
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ACN 101
CARLTSLE PA 17013
APPEAL DATE: 10-08-2010
(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: HAIR RICHARD HFILE N0.:21 10-0262 ACN: 101
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OR
DATE: 08-09-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 12,335.18 credit to your account,
0 0 .submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 40,055.30
6. Jointly Owned Property (Schedule F) ((,) 5, 223.44
7. Transfers (Schedule G) C7) 29,827.18
8. Total Assets C8) _„ 87,441.10
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 5.6 4 9.8 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) _ 5,649.85
12. Net Value of Tax Return C 12) _ 81 , 791.25
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) _ .0 0
14 Net Value of Estate Subject to Tax C14) 81 , 791.25
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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 l4 at Spousal rate (15) 68, 166 .85 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 3 , 624 _ 40 x 045 = 613.10
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 C19)! b13.10
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-26-2010 CD012806 30.66 582.45
TOTAL TAX PAYMENT 613.11
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM 1=DR INSTRUCTIONS.
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