HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
•NOTICE OF INHERITANCE TAX
-{ AP.pRAISEMENT, ALLOWANCE OR DISALLOWANCE
.~;. OF DEDUCTIONS AND ASSESSMENT OF TAX
ROGER B IRWIN ES~.U~" ~ '~'~,~=, P~
IRWIN 8. MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
cl) .00
tz) .00
c3) .00
c4) .00
~5) 11 , 818.23
c6) , 00
I7) .00
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS •--
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRAHAM RUTH F FILE N0. 21 08-0445 ACN 101 DATE 07-21-2008
TAX RETURN WAS: C X] ACCEPTED AS FILED ( ) CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses
10. Debts/Mortgage Liabilities/Liens (Schedule
11. Total Deductions
12. Net Value of Tax Return
DATE 07-21-2008
ESTATE OF GRAHAM RUTH F
DATE OF DEATH 01-17-2008
FILE NUMBER 21 08-0445
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-19-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REV-1547 EX AFP C06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 11,818.23
8,864.58
(Schedule H) C9)
I) clo) 121.449.07
C11) 1 0. 1 .6~+
c12) 118,495.42-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 118,495.42-
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) • 00 X 00 = . 00
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 C18) •00 X 15 _ .00
incipal
P
19 Tax Due X19)= .00
,.
r
PAYMENT~v
DATE RECEIPT
NUM$ER DISCDUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~,l
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)