HomeMy WebLinkAbout05-07-10r,r ~ ~- -,r' '"NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T%iX~s ~ ~r°~ +'A~~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 1 i.4~~,~~ ~~ ~,{~ ~Q"~.L„SEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 }
HARRISBURG PA 17128-0601
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JAMES D HUGF~"~~~¢'~"~~ ~~ " P~
SALZMANN HUGHES
354 ALEXANDER SPRG RD
CARLISLE PA 17015
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-03-2010
ESTATE OF MOHLER HELEN J
DATE OF DEATH 02-08-2p08
FILE NUMBER 21 08-0750
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: p7-02-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE ANt~ REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALON_6-THIS LINE--- _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~"~ _ _______________
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAINCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF T/~X
ESTATE OF: MOHLER HELEN JFILE N0.:21 08-0750 ACN: lpl DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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:
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 70 , 148.27
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 16.7 04.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 54, 184.73
11. Total Deductions C11) 70,889.54
12. Net Value of Tax Return C12) 741.27-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 741.27-
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
cl) 68,500.00
c2) .00
c3) .00
c4) .00
c5) 1 , 648.27
c6) .00
c7) .00
TOTAL TAX PAYMENT .00
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. /~j~~]
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