HomeMy WebLinkAbout08-31-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~"'"\~-:,!::.-, MO-Tll;E OF INHERITANCE TAX
'.APP,R~ISEHE1l:r; ~LLOWANCE OR DISALLOWANCE
. ;~O~_,~EDI1CTI6NS AND ASSESSMENT OF TAX
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
REV-1547 EX AFP {06-05>
20G7 AUG 31 PM 3: 58
eLfR., OF
CL~~eH4N'~CQ!Jf?T
JAMES D HUGHES ESQ \ ~~
SALZMANN HUGHES
354 ALEXANDER SPRG RD
CARLISLE PA 17015
DATE 09-03-2007
ESTATE OF PETERSEN ROBERT H
DATE OF DEATH 02-08-2007
FILE NUMBER 21 07-0174
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-02-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~l~_~l~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~_~~~~~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETERSEN ROBERT H FILE NO. 21 07-0174 ACN 101 DATE 09-03-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
.00
49.088.72
.00
.00
.00
.00
.00
(8)
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
JointlY Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
49,088.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
9,340.69
(9)
ClO)
.00
Clll
Cl2)
Cl3)
Cl4)
9..~6D.~9
39,748.03
.00
39,748.03
NOTE: If an assess.ent 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
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. Tax Due
Cl5) 39,748.03 X 00 .00
(16) .00 X 045 = .00
Cln .00 X 12 = .00
(18) .00 X 15 = .00
Cl9)= .00
AMOUNT PAID
(-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
{ IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR>, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)