HomeMy WebLinkAbout05-21-10_ ,H(~.,T.I16,E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~_~ ~-P~~tl4~S?fN~E~I~''~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~ OF`_` pEDU~T`~ONS AND ASSESSMENT OF TAX
PO BOX 280601 , ~ry +;i ,i ` ~- - '~' "
HARRISBURG PA 17128-0601
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JAMES D HUGHES ESQ~~~~ ~;`'~~ `' t `
SALZMANN HUGHES
354 ALEXANDER SPRING
CARLISLE PA 17015
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-17-2010
ESTATE OF BLACK GLENN W
DATE OF DEATH 03-29-2009
FILE NUMBER 21 09-0360
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(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 RECORDS- ~ --
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BLACK GLENN WFILE N0.:21 09-0360 ACN: 101 -----------------
OR
DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) (1) 504, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 70,498.53 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 117,725.99
6. Jointly Owned Property (Schedule F) (6) 20,902.96
7. Transfers (Schedule G) (7) 60,471.48
8. Total Assets C8) 773 , 598.96
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6 7.4 9 3.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,919.71
11. Total Deductions C11) 71,412.87
12. Net Value of Tax Return C12) 702, 186.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 10,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 692, 186.09
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 692.186.09 x 045 31, 148.37
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)= 31, 148.37
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-19-2009 CD011376 1,394.74 26,500.00
12-28-2009 CD012153 .00 3,085.02
INTEREST IS CHARGED THROUGH 06-01-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 30,979.76
BALANCE OF TAX DUE 168.61
INTEREST AND PEN. 2.87
TOTAL DUE 171.48
* 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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