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HomeMy WebLinkAbout05-21-10OF INHERITANCE TAX ~±~' ~~'. ~ ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES M.,r C~ INNERITANCE TAX DIVISION r' ~ Dli~O~IS ADD A~SEBSME~T OF fiAX PO BO)( 240601 Lx HARRISBURG PA 17128-0601 C1.~RK ~t~~~ JAMES D HUGHES ESQ~~~.~~'~~ SALZMANN HUGHES 354 ALEXANDER SPRING CARLISLE PA 17015 pennsyLvanla DEPARTMENT OF REVENUE REV-1547 IX AFP C12-09) DATE 05-17-2010 ESTATE OF BLACK GLENN W DATE OF DEATH 03-29-2009 FILE Nl~MBER 21 09-0360 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-16-2010 (See reverse stile under Objecdions) Auount Rs~itted ~~ MAKE CHECK l~AYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~- RETAIN LDWER PORTIQN FOR YOUR' • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - RECaRDS ~ REV-1547 EX AFP C1Z-09~ NOTICE OF INHERITANCE TAX APP r. - - - -' RAISEM - - - - - - - - - - - - - - NT, ALLOWANCE - - - - - - - - - - - - - - - - - OR DISALLOWANCE OF DEDUCTIONS AND ASSES MENT OF TAX ESTATE OF: BLACK GLENN WFILE N0.:21 09-03b0 _ ~ ACN.: 101 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] C1)_ 504, 000.00 NOTE: To ensure prop®r 2. Stocks and Bonds (Schedule B) C2) 70,498.53 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) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 117, 725.99 6. Jointly Owned Property CSchadule F) C6) 20 , 902.96 7. Transfers tSchedule G] C7) 60 , 471.48 8. Total Ascots C8) 773,598.9b APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 6 7.4 9 3.16 10. Debts/Mortgage LiabilitieslLiens CSchodula I) C10) 3,9 1 9,7 1 11. Total Deductions C11) 71,41.2.87 12. Net Value of Tax Return C12) 702,1 R. 09 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1 Q,DO 0.0 0 14. Net Value of Estate Subject to Tax C14) _ 692, 18b . 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 return s assessed to date. ASSESSMENT 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 Linsal/Class A rate C16) 6~ i? .18.6 _ Q9 X 045 31 , 148` 37 17. Amount of Line 14 at Sibling rate C17)~_, . [1A X 12 ° . 00 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 Ob-19-2009 CD011376 1,394.74 26,500.0 12-28-2009 CD012153 .00 3,085.02 tnitKtsi 1, GHAKGtL IMKOUGN 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 FORN FOR INSTRUCTIONS. ~~ ~i