HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~':'Tr'rr--; :HOTt'GE iof: INHERITANCE TAX
,) :~~~R:AI S~ME~'j~ ,ALLOWANCE DR DISALLOWANCE
. qFDEpUCTIo'NS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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JAMES D HUGHES ESQ u
SALZMANN HUGHES
354 ALEXANDER SPG RD
CARLISLE PA 17015
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
12-17-2007
THRUSH
03-24-2007
21 07-0374
CUMBERLAND
*
REV-1547 EX AFP (06-05)
CLEMONT
J
ACN 101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
. REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_!~~~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THRUSH CLEMONT J FILE NO. 21 07-0374 ACN 101 DATE 12-17-2007
TAX RETURN WAS: (X) ACCEPTED AS FI LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
.00
3,343.29
.00
.00
39,124.47
194,293.01
52,703.02
(8)
18,647.37
466.99
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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 (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
06-22-2007
10-01-2007
NOTE:
RECEIPT
NUMBER
CD008320
CD008759
DISCOUNT (+)
INTEREST/PEN PAID (-)
552.63
.00
(15)
(16)
.00 X
268,349.43 X
.00 X
.00 X
AMOUNT PAID
10,500.00
1,023.09
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
289,463.79
1 9 . 1 14 . ~i>
270,349.43
2,000.00
268,349.43
.00
12,075.72
.00
.00
12,075.72
TOTAL TAX CREDIT 12,075.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( 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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.