HomeMy WebLinkAbout08-08-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES D HUGHES ESQ
SALZMANN HUGHES
354 ALEXANDER SPRNG
CARLISLE PA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAL.SEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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17015
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c3) .00
c4) .00
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA, 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS E- --------------
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHELTON JAMES W FILE N0. 21 07-0874 AC:N 101 DATE 08-04-2008
TAX RETURN WAS: (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)
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
REV-1547 EX AFP C06-D5)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 114,696.30
c6) .00
~7) .00
c6) 114, 696 .30
4,822.00
C9)
clo) .00
cll) 4.822.00
12. Net Value of Tax Return C12) 109,874.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13) .00
14. Net Value of Estate Subject to Tax C14) 109,874.30
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 C15) 109,87~i.30 X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X
17. Amount of Line 14 at Sibling rate C17) •00 X
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X
19. Principal Tax Due
TAY rRFT1TTS•
00 = .00
045 _ .00
12 _ .00
15 _ .00
c19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
* 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 5~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
DATE 08-04-2008
ESTATE OF SHELTON JAMES W
DATE OF DEATH 09-19-2007
FILE NUMBER 21 07-0874
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-03-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: