HomeMy WebLinkAbout04-09-07
04-09-2007
DAY
11-11-2006
21 06-1094
CUMBERLAND
101
APPEAL DATE: 06-08-2007
( See reverse side "nder Objections )
A.ount Re.lttedl I
MAKE CHECK PAYABLE,AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRISIURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:' ~~~~R;n~~~~~ ~~L~=~~~~T~=C~I~~LOWANCE
'. i~F DEPucn:ONS AND ASSESSMENT OF TAX
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
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PA 17013
*
REV-1547 EX AFP (06-05)
IRENE
G
TO:
CUT ALONS THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
------------------------------------------------------------------'-------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAY IRENE G FILE NO. 21 06-1094 ACN 101 DATE 04-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNINS FUTURE INTEREST - SEE REVERSE
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
(1) .00
(2) .00
(3) .00
(4) .00
(5) 17.761. 68
(6) .00
(7) 24 , 112.44
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
12,550.69
14.16
(11)
Cl2)
(13)
Cl4)
NOTE:
If an assess.ent was Issued previously, lines
reflect figures that Include the total of ~
ASSESSMENT OF TAX:
15. A.ount 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
18. AMount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NOTE: To insure proper
credit to your account.
SUbMit the upper portion
of this for. with your
tax paYMent.
41,874.12
1?SOl>4 81i
29,309.27
.00
29,309.27
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 ..
29,309.27 X 045..
.00 X 12 ..
.00 X 15 ..
Cl5)
(16)
Cl7)
(18)
+
INTEREST/PEN PAID (-)
65.95
AMOUNT PAID
1,252.97
DATE
01-09-2007
NUMBER
CD007672
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl9)"
.00
1,318.92
.00
.00
1,318.92
1,318.92
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)