HomeMy WebLinkAbout01-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES "' pg'pjZp~~,~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION Ofi DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG P~A 17128-0601 ~ ' •.., . ,. ~ ~ ...
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ROGER B IRWIN ~,5~` ~,~,.,~
]:RWIN 8. MCKNIGH"T ~ - '
E~0 W POMFRET ST
(:ARLISLE PA 17013
REV-1547 EX AFP C12-08)
DATE 12-29-2008
ESTATE OF REITZ ALMA M
DATE OF DEATH 11-13-2007
FILE NUMBER 21 08-0762
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-27-2009
(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 ALONG THIS LINE ~-'~ RETAIN LOWER PORTION FOR YOUR RECORDS f-
REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REITZ ALMA M FILE N0. 21 08-0762 ACN 101 DATE 12-29-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 160,000.00
2. Stocks and Bonds (Schedule B) C2) .00
3,. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 86 3.53
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
160,863.53
APPROVED DEDUCTIONS AND EXEMPTIONS: 23,958.04
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9]
lCl. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 155.421.85
11.. Total Deductions I11)
179.379.89
1;?. Net Value of Tax Return C12) 18,516.36-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (143 18,516.36-
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
1.6. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 00
].7. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
:LB. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
Principal
19 Tax Due (19), .00
.
~~`F'AYME T
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* ]CF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
,-no reiruLATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e aEFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)