HomeMy WebLinkAbout10-17-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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HAROLD S IRWIN'TII -
[RWIN LAW OFFICE
4 S PITT ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 10-06-2008
ESTATE OF $RYMESSER PHYLLIS M
DATE OF DEATH 01-16-2008
FILE NUMBER 21 08-0071
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-05-2008
(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 --i- RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRYMESSER PHYLLIS M FILE N0. 21 08-0071 ACN 101 DATE 10-Ob-2008
TAX RETURN WAS; C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 111,000.00 NOTE: To insure proper
(2) ,0 0 credit to Your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (43 .00 tax payment.
5.. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 32,956.52
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
(g) 143, 956.52
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 32,268.59
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 674.70
(11) 32.943.29
11. Total Deductions 111,013.23
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
ClG) 111,013.23
14. Net Value of Estate Subject to Tax
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
1!i. Amount of Line 14 at Spousal rate C15) .
=
X
1i5. Amount of Line 14 taxable at Lineal/Class A rate C16) 111 , 013.23 X 045 = 4, 995.60
1'7. 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
(19)= 4,995.60
19. Principal Tax Due
IAA I.RCLLIJ'
PI\YMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-:15-2008 CD009568 249.78 6,441.68
TOTAL TAX CREDIT 6,691.46
BALANCE OF TAX DUE 1,695.86CR
INTEREST AND PEN. .00
TOTAL DUE 1,695.86CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
n occiiun. sEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~..