HomeMy WebLinkAbout06-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~~~~jjC,,,~~ OF INHERITANCE TAX
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~!'~!~'~''';:~f~~'~~,~~IG4'IONS AND ASSESSMENT OF TAX
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CLERK ~E
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DAVID H RADCLIF. ~,n .
SUITE 201
1011 MUMMA ROAD
LEMOYNE PA 17043
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DEPARTMENT OF REVENUE 7
REV-1547 IX AFP C12-10)
DATE 06-'13-2011
ESTATE OF HUT'TON CHARLES E
DATE OF DEATH 08-21-2010
FILE NUMBER 21 10-0907
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-12-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
--~ _RETAIN_LOWER_PORTION_FOR
THIS LINE
CUT ALONG _YOUR_RECORDS_ ~ __
CE
O
A _________________
OR
REV-154 _
_
7 EX AFP C12-10~ NOTICE OF INHERITANCE TAX ANDR
DEDUCTIONS TAX
OF
ASSESSMENT
DISALLOWANCE OF
EFILE N0.:21 10-0907 ACN: 101 DATE: 06-13-2011
ESTATE
CHARLES
OF: HUTTON
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.0 0
NOTE: To ensure proper
1. Real Estate (Schedule A) C1)
.~ ~ credit to your account,
2.
Stocks and Bonds (Schedule B) C2)
.0 0
C3) submit the upper portion
of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) ,Q 0 tax payment.
4.
Mortgages/Notes Receivable (Schedule D) C4)
78, 334 . b3
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6.
Jointly Owned Property (Schedule F) C6)
590,488.62
7.
Transfers (Schedule G) C7)
C8)
668 , 823.25
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS: b3
33
107
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ,
.
C9) 1
64 7.0 3
10.
Debts/Mortgage Liabilities/Liens (Schedule I) ,
C10)
34,754.66
11 .
Total Deductions C11)
C12)
634, 068 .59
12. Net Value of Tax Return
ble/Governmental Bequests; Non-elected 9113 Trusts
it C13)
(Schedule J) 5.000.00
0 6 8.59
b 2 9
13. a
Char C14) ,
14. Net Value of Estate Subject to Tax
15 and/or 16, 1
7, 18 and 19 will
NOTE:
lines
If an assessment was issuedpreviouslY,
14,
sessed to date.
fl t figures that include the total of ALL returns as
re ec
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
11-18-2010 CD013696 4,578.95
04-12-2011 CD014293 .00
.00 x 00 = .00
C15)
C16) .00 x 045 = .00
C17) _ 00 x 12 = . 00
Ci8) 629,068.59 x 15 = 94,360.29
C19)= 94,360.29
AMOUNT PAID
87,000.00
2,781.48
TOTAL TAX PAYMENT 94,360.43
BALANCE OF TAX DUE .14CR
INTEREST AND PEN. .00
TOTAL DUE .14CR
* 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.