HomeMy WebLinkAbout08-22-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPI~AISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
r;
°_ _ . _ _ !_ ,_ ~" i.
~ _- -
r
~~. ,~ ',' ;r , i
_ _ _ ~ r~ n
ROGER B IRWIN E~I;!`,:~ ~ ~ ~ ~ '~~''
IRWIN K MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
DATE 08-25-2008
ESTATE OF BLACK RICHARD E
DATE OF DEATH 02-28-2008
FILE NUMBER 21 08-0307
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-24-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ 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 BLACK RICHARD E FILE N0. 21 08-0307 ACN 101 DATE 08-25-2008
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 (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c6) .00
c7) .00
C8) 149,374.61
28,430.87
(9)
clo) 40.401.43
(11) 68.832.30
c12) 80,542.31
Non-elected 9113 Trusts (Schedule .J) (13) .00
c14) 80,542.31
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) 80,542.31 X 045 = 3,624.40
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19)= 3,624.40
TAY f DCTIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMDUNT PAID
05-22-2008 CD009771 181.22 5,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
cl) 135,000.00
~2) .00
c3) .00
c4) .00
c5) 14 , 374.61
REV-1547 EX AFP C06-05)
TOTAL TAX CREDIT 5,181.22
BALANCE OF TAX DUE 1,556.82CR
INTEREST AND PEN. .00
TOTAL DUE 1,556.82CR
(-
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ` y /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU ~-~/
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) QQQ