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HomeMy WebLinkAbout01-15-10BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-D601 JAMES D HUGHES ESQ SALZMANN HUGHES 354 ALEXANDER SPRG CARLISLE PA NOTICE OF INHERITANCE TAX APPJ~Ax.S~P~NT_~_ ALLOWANCE OR DISALLOWANCE OF Lf~'DUCTI©I~S AND ASSESSMENT OF TAX _. _ _ 7Q~a ~ ~ ~J ~ ~z~ ~~ ar~p~.~r~~~, ~0~~7 CU~~~~~=~,1 ,F,f <~ ~v., ~~. RD 17015 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-D9) DATE 01-13-2010 ESTATE OF PETERSEN PEARL E DATE OF DEATH 11-11-2008 FILE NUMBER 21 08-1205 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-14-2010 (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 ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS t--' REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPR AISEM _ ENT, ALLOWANCE _______________ OR DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX ESTATE OF: PETERSEN PEARL EFILE N0.:21 08-1205 ACN: 101 DATE: 01-13-2010 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 432,830.75 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion 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) 1 7,726.37 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: (s) 450,557.12 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 38.117.4 7 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.9 39.62 11. Total Deductions (11) 40,057.09 12. Net Value of Tax Return (12) 410,500.03 13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) 205.250.01 14. Net Value of Estate Subject to Tax C14) 205,250.02 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) .00 X 00 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) _OD x 04 5 = .00 17. Amount of Line 14 at Sibling rate (17) _OD X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 205,250.02 )( 15 - 30,787.50 19. Principal Tax Due C19)= 30,787.50 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-09-2009 CD010872 1,421.05 27,000.00 07-14-2009 CD011485 .00 2,366.45 TOTAL TAX PAYMENT 30,787.50 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. `r`-'./~\/