HomeMy WebLinkAbout04-13-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 260601
HARRISBURG PA 17128-0601
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JAMES D HUGHES E~Q' '
SALZMANN HUGHES
354 ALEXANDER SPRING
CARLISLE PA 17015
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`NOTICE OF INHERITANCE TAX
- -~1PP5iAIS~MENT, ALLOWANCE OR DISALLOWANCE
1',:.'~...,; : L. `. 'v.OF ~ DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
DATE 04-13-2009
ESTATE OF RODGERS WILLIAM A
DATE OF DEATH 07-04-2008
FILE NUMBER 21 08-0728
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2QQ9 APi~ i 3 A i0~ 5~l
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !'~
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RODGERS WILLIAM A FILE N0. 21 08-0728 ACN 101 --------------
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OR
DATE 04-13-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 141,500.00 NOTE: To insure proper
'
2. Stocks and Bonds (Schedule B)
C2)
51 , 961 .50 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5 7,029.83
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2,873.88
e. Total Assets fig) 253,365.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
104,694.53
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.701.84
11. Total Deductions (11) 1 07 • 396 -;~
12. Net Value of Tax Return (12) 145,968.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 145,968.84
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) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 143,094.96 X 045 = 6,439.27
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 2,873.88 X 15 _ 431.08
19. Principal Tax Due C19)= 6,870.35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-01-2008 CD010348 343.52 6,529.99
04-06-2009 REFUND .00 3.16-
TOTAL TAX CREDIT 6,870.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)