HomeMy WebLinkAbout11-21-08CDMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~- ,- -- NOTICE OF INHERITANCE TAX
~._.
BUREAU OF INDIVIDUAL TAXES APPR~IeSE1~iENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF, EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ ~ -
fiARRISBURG PA 17128-0601 ~ ~ REV-1547 EX AFP (06-05)
~~~~ ('ac~Ed ~' P~j j,~' ~~ ESTATE OF MITCHELLOSR CHARLES W
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HAROLD S IRWIN ~,~,^_ _ , , ~- F~
IRWIN LAW OFFICE
64 S PITT ST
CARLISLE PA 17013
DATE OF DEATH 06-28-2006
FILE NUMBER 21 06-0796
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-23-2009
(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 ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS f--
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE _ ________ __
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MITCHELL SR CHARLES W FILE N0. 21 06-0796 ACN 101 DATE 11-24-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3, Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 136.71
6, Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8, Total Assets (g) 136.71
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,569.88
9, Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10, Debts/Mortgage Liabilities/Liens (Schedule I)
11, Total Deductions
12, Net Value of Tax Return
(lo) .00
Cii) ;. 69.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Met Value of Estate Subject to Tax
C13) .00
c14) 103,512.48
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) 103,512.48 X 045. 4,658.05
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)= 4,658.05
Tex rornrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-22-2007 CD008327 87.73- 4,820.46
09-10-2007 CD008653 .00 82.73
TOTAL TAX CREDIT 4,815.46
BALANCE OF TAX DUE 157.41CR
INTEREST AND PEN. .00
TOTAL DUE 157.41CR
* 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" (CR), YOU MAY BE DU
occ~~.~„ crc orvrocr cTnr nr TF7TS FORM FOR INSTRUCTIONS.)
REV•1470 EX (6-88)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
REVIEWED BY
Charles Mitchell
Sandra J Eslinger
FILE NUMBER
ACN
2106-0796
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A I 2
Forwarded to Post Assessment Review Unit in reference to the reduction to real estate.
Accepted additional assets and debts.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Row Page 1