HomeMy WebLinkAbout01-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES "" ;PppaA~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ `'DF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG IPA 17128-0601 "' ~- `- = ~-•`~
n! ter'! .~. _
Cit~~~'~~ `~'~ ~~
ROGER B IRWI~`ESII ~ !~
IRWIN & MCKNIGHT ~ y ~'r'
b.0 WEST POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE 12-22-2008
ESTATE OF BECKER ROBERT M
DATE OF DEATH 07-15-2008
FILE NUMBER 21 08-0785
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-20-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BECKER ROBERT M FILE N0. 21 08-0785 ACN 101 DATE 12-22-2008
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)
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
~1) 159,000.00
C2) 91 , 745.03
c3) .00
c4) .00
I5) 4 , 944.33
c6) .00
~7) .00
REV-1547 EX AFP (12-OB)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 255, 689.36
APPROVE D DEDUCTIONS AND EXEMPTIONS: 25,990.20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 44 6.07
11. Total Deductions (11) 26.436-27
C12) 229,253.09
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
t t
T
b
S C14) 229,253.09
14. o
ax
jec
u
Net Value of Estate
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.
ASSESS~4ENT OF TAX:
• 00 00 . 00
15. Amount of Line 14 at Spousal rate X15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 229,253.09 X 045 = 10,316.39
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
(19)= 10,316.39
19. Principal Tax Due
1 N/~ lrnlGLl 1 J
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-15-2008 CD010412 515.82 10,060.78
TOTAL TAX CREDIT 10,576.60
BALANCE OF TAX DUE 260.21CR
INTEREST AND PEN. .00
TOTAL DUE 260.21CR ,-
* IF PR1ID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR (:ALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
D RFEIINTI- SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) VVVVVV