HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRA'ISEMEAFT, ~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION QF:' I?EDUGTI;ONS AND ASSESSMENT OF TAX
PO 80X 280601
HARRISBURG PA 17128-0601 - ~ -- .' ~ ' ~' ~ -~ '
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JAMES D HUGHES ESI~~~q;~~~_~~ ~~" ~ J;~ ~~_
SALZMANN HUGHES
354 ALEXANDER SPRING
CARLISLE PA 17015
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-08-2010
ESTATE OF ELLERMAN SR DEAN W
DATE OF DEATH 11-14-2008
FILE NUMBER 21 08-1184
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR
------------------------------------------------------ YOUR
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPR
AISEM
ENT, ALLOWANCE ------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: ELLERMAN SR DEAN WFILE N0.:21 08-1184 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 470, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 366,700.19 credit to your account,
0 0 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) (5) 120,621.77
6. Jointly Owned Property (Schedule F) (6)_ .00
7. Transfers (Schedule G) (7) 101, 198.31
e. Total Assets C8) 1 , 058 , 520 .27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6 0.08 0.82
10. Debts/Mortgage Liabilities/Liens (Schedule I) CLO) 27,918.34
11. Total Deductions (11)
87,999.16
12. Net Value of Tax Return C12)
970,521.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 970,521.11
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 970 .521.11 X 045 - 43, 673.45
17. Amount of Line 14 at Sibling rate C17) -0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 43,673.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-11-2009 CD010887 1,815.79 34,500.00
08-03-2009 CD011557 .00 7,357.66
TOTAL TAX PAYMENT 43,673.45
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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