HomeMy WebLinkAbout06-13-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ .-.ice. r ~ r~'" ~~Nby;ICE OF INHERITANCE TAX
BUREAU~OF INDIVIDUAL TAXES ~Pt~1~ArSLEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION { 'f~"{ i ; QF ~ DgpUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 1; ,.~,~.~..' ~ ~--•~ ~ `-" '
HARRISBURG PA 17128-ObDl REV-1547 EX AFP (06-05)
ZQQ~ ~1lJP~ ! 3 P~! 12~ 29
C REFL. ~~~
O~s~r-'v-~ ~~ S,., ~ ;'~R pA
ROGER B IRWIN ESQ CL1~:':~',~_ :... ,`,_''_'_
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
DATE 06-09-2008
ESTATE OF BEAR CLARK E
DATE OF DEATH 03-23-2007
FILE NUMBER 21 08-0283
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-08-2008
(See reverse side under Objections )
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG 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 BEAR CLARK E FILE N0. 21 08-0283 ACN 101 DATE 06-09-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING 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) 2,861.40 NOTE: To insure proper
00 credit to your account,
(2) • submit the Upper portion
C3) .00 of this form with your
~4) .00 tax payment.
c5) .00
c6) .00
c7) . DO
ce) 2,861.40
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,253.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) CLO) .00
11. Total Deductions L11) 6.?3.40
3,392.00-
12. Net Value of Tax Return C12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
3,342.00-
14. Net Value of Estate Subject to Tax ~i4)
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:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) • X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
l
i T Due (19). .00
pa
19. Princ ax
1 !1A ~. I~ G Y 1 1 J
PA MENT RECEIP DISCOUN C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED. ~ \
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88) ~
~~
i~,'.~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
REVIEWED BY
Clark Bear
Sandra J Eslinger
FILE NUMBER
2108-0283
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F ~ ( Correctly reported on schedule A.
H B-3 Reduced to $2861.40 Family exemption can only be claimed against assets subject to
will or intestacy.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Row Page 1