HomeMy WebLinkAbout06-06-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ..gRPRAIS~M
~~i,,/~~L,QWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~
~ .D,F ]jED
LC
I
'QN~' AND ASSESSMENT OF TAX
PO BOX 280601 ,
,
;
HARRISBURG PA 17128-0601 .__ y ~ REV-1547 EX AFP (06-05)
DATE 06-03-2008
~(~~~ ~~~ _~ ~~ ~2. ! ~ ESTATE OF DAGAN IAN P
DATE OF DEATH 02-14-2007
FILE NUMBER 21 07-0523
~'(
FC;( GF
JAMES D HUGHES -
COUNTY CUMBERLAND
ESQ O~P~~~ `i C'~~~RT
ACN 101
SALZMANN HUGHES C~~P:'"r ~~~ ~ `'~ , ~N, APPEAL DATE: 08-02-2008
354 ALEXANDER S PRG RD (See reverse side under Objections)
CARLISLE PA 17015 Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
---------------------- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAGAN IAN P FILE N0. 21 07-0523 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 372,8 39.85
6. Jointly Owned Property (Schedule F) C6) _ .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ce) 372,839.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
149,197.94
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11
12
13
14
Total Deductions I11) 149.197.94
Net Value of Tax Return (12) 223,641.91
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
Net Value of Estate Subject to Tax C14)
.00
223,641.91
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
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
TAY CRCIITTC.
C15)
223,641.91 X
c16) • 00 x
c17) • 00 x
C18) . 00 X
00 _ .00
045 _ .00
12 _ .00
15 _ .00
c19)= . 00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) gMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN 81, 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.)