HomeMy WebLinkAbout10-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,-ti^ti~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~-: ` ~1~~I~gPSEMENT,: ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION , . (-~. gEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 -
HARRISBURG PA 17128-8601 - `°'` '-
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JAMES D HUGHES ESQ
SALZMANN HUGHES
354 ALEXANDER SPRING
CARLISLE PA
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REV-1547 EX AFP (01-09)
DATE 09-28-2009
ESTATE OF DOODY DAVID M
DATE OF DEATH 10-01-2007
FILE NUMBER 21 08-0501
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-27-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS F'-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DOODY DAVID M FILE N0. 21 08-0501 ACN 101 DATE 09-28-2009
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. 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. Net Value of Tax Return
(1) .00 NOTE: To insure proper
(2) 100.00 credit to your account,
00 submit the upper portion
(3) . of this form with your
(4) .00 tax payment.
(5) 186 , 566 .58
(6) 67.06
(7) 3, 038 .96
(a) 189,772.60
37,461.29
C9)
(lo) 125.00
(11) 37.5A6.29
(lz) 152, 186.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13) . 00
(14) 152, 186.31
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 (15) 76, 126.69 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 = .00
17. Amount of Line 14 at Siblins rate (17) 76, 059.62 X 12 = 9, 127.15
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due 119)= 9,127.15
rex rurnrrc.
PAYMENT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
D4-28-2009 CD011174 468.24- 9,642.99
TOTAL TAX CREDIT 9,174.75
BALANCE OF TAX DUE 47.60CR
INTEREST AND PEN. .00
TOTAL DUE 47.60CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)