HomeMy WebLinkAbout11-30-09T. _~
NOTICE OF INHERITANCE TAX
.~ppp~p ~ Eii~, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~_•(-,'~~T~~'~`~. ~~ ,,,
INHERITANCE TAX DIVISION ,~ ;,~~~ Ia~.~U¢TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~"5~~2';v ~ ~j j tii ko ~f~ ..v
HARRISBURG PA 17128-0601
2009 NOY 30 QM I ! ~ Sb
CLERK ~~
ORPi-i~`S CJURT
JAMES D HUGHES ~~~~L~i~~ ,t,~„
SALZMANN HUGHES
354 ALEXANDER SPG RD
CARLISLE PA 17015
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (10-09)
DATE 11-23-2009
ESTATE OF LEBO STEPHEN J
DATE OF DEATH 10-16-2008
FILE NUMBER 21 08-1109
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-22-2010
(See reverse side under OVij'ections)
AB~ount ReAitted
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 (10-09~
N
R
R
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E
A
O
C __________________
OR
DISALLOWANCE
OF
DEDUCTIONS AND ASSES SMENT
OF
TAX
ESTATE OF: LEBO STEPHEN JFILE N0.:21 08-1109 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 116,000.00 NOTE: To ensure 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
4.
Mortgages/Notes Receivable (Schedule D)
c4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 27,045.73
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~$) 143, 045.73
~y) 20,334.70
clo) 52.102.02
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assess~ent was issued previously,
reflec t figures that include the total
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
c11) 72,436.72
tlz) 70,609.01
(13) . 00
C14) 70.609.01
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
C15) .00 X 00 = .00
c16) 7n.~no n) x 045 = 3.177.41
nn nn x 12 = .00
c1B) .00 x 15 = .00
c19)= 3,177.41
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-)
01-16-2009 (0010779 157.89
06-10-2009 (0011337 .00
AMOUNT PAID
3,000.00
19.52
TOTAL TAX PAYMENT 3,177.41
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 DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.