HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPItAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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ROGER B IRWIN ~q~`~ `
IRWIN 8~ MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 08-04-2008
ESTATE OF BROUGHER ANNA V
DATE OF DEATH 02-10-2008
FILE NUMBER 21 08-0169
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-03-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABILE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA, 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ,ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BROUGHER ANNA V FILE N0. 21 08-0169 AC'N 101 DATE 08-04-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANiaED
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
cl) .00
C2) .00
c3) .00
c4) .00
c5) .00
c6) 2,455.49
C7) 59,299.73
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
61,755.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
3,487.84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.628.02
11. Total Deductions C11) 8.115.86
12. Net Value of Tax Return C12) 53,639.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule Ji) C13) 2,500.00
14. Net Value of Estate Subject to Tax (14) 51, 139.36
NOTE: If an assessment was issued previously, l ines 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) 48,635.36 X 045 = 2,188.77
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 2,50(1.00 X 15 _ 375.00
19. Principal Tax Due c19)= 2,563.77
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
05-06-2008 CD009670 128.19 2,435.58
TOTAL TAX CREDIT 2,563.77
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. ~!
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A,S A "CREDIT" (CR), YOU MAY BE DUE ~i
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) UUU