HomeMy WebLinkAbout07-05-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
KATHRYN DAVIS
746 LEWISBERRY RD
LEWISBERRY PA 17339
pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 06-20-2011
ESTATE OF HILBISH HAROLD E
DATE OF DEATH 03-26-2010
FILE NUMBER 21 10-0401
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: OS-19-2011
(See reverse ~;ide under Objections)
Amount Remitted~-
MAKE CHECK PAYAHLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SAUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENI~ OF TAX
ESTATE OF: HILBISH HAROLD EFILE N0.:21 10-0401 ACN: 101
OR
DATE: 06-20-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAWGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 1;L,13 0.0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.0 0
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) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 11 , 130.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2+13 5.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,5 2 3.61
11. Total Deductions C11) 3, 659.11
12. Net Value of Tax Return C12) 7,470.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 7,470.89
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 7 . 470 _ 89 X 12 = 896.51
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 896.51
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-14-2011 CD014314 8.14- 904.86
~- n pl ,T ,C„~,,',.QF„, I,[dHERiTANCE TAX
APP~~~~~~~,~~ NCE OR DISALLOWANCE
0 i~ll~fi~~N$''~ A~A~D ASSESSMENT OF TA;~(
"~' f € 1 ,,,~ ,+
CLERK OF
4~PNA~1'S COf~RT
CI~P;~E3FR~.,~f~ ~;~., PA
TOTAL TAB: PAYMENT 896.72
BALANCE OF TAX DUE .21CR
INTEREST AND PEN. .00
TOTAL DUE .21CR
* 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 INSTRUCTIONS.