HomeMy WebLinkAbout04-13-12.pp NOTICE OF INHERITANCE TAX Pennsylvania ~.
BUREAU OF INDIVIDUAL TAXES f ~ (,(^a A'°'I R~~~' (T, ALLOWANCE OR DISALLOWANCE
"~'' ~ li DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~, D~ ~ j IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ 4 ~ REV-1547 EX AFP (12-11)
HARRISBURG PA 17126-0601 ~~ '- '' -~`''~
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LAUREN E BOGAR r~jP,/'~:Eii_I'i+''~h ~.;~~.. PA.
1 W MAIN ST
SHIREMANSTOWN PA 17D11-6327
DATE 04-09-2012
ESTATE OF HULL THOMAS J
DATE OF DEATH 07-31-2011
FILE NUMBER 21 11-0909
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2012
(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 F~ __
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HULL THOMAS JFILE N0.:21 11-0909 ACN: )n) nerF. n~_no_~ni-~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) .00 NOTE: To ensure proper
(2) .00 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 23, 087.78
c6) .00
Cn 9,559.74
CB) 32 647.52
C9) 10. 1 .8
Clo)_ 5.053.50
11. Total Deductions (11) 15,285.35
12. Net Value of Tax Return C12) 17,362.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 17 362.17
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) .[l0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 17,362.17 X 15 - 2,604.33
19. Principal Tax Due C19)= 2,604
33
TAX CREDITS: .
rATmtni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-24-2011 CD015100 130.22 2,474.11
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 2,604.33
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. n
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