HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'NOTICE, OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ApPRAISEMENT,` ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~. ;UF pEDUCTIO`NS AND ASSESSMENT OF TAX
PO BOX 280601 I_ -' -~ ~-'
HARRISBURG PA 17128-0601 REV-1547 EX AFP C12-OS)
Z~~9.~F~~~ 30 ~~ {2~ 3d DATE 01••27-2009
ESTATE OF ARMOLT RICHARD E
DATE OF DEATH 08••18-2008
CLEi :~
FILE NUMBER 21 08-1032
QRPHAI"~~5 `~,'(/UgT COUNTY CUMBERLAND
ROGER B IRWIN ESQ CLPV°~~~'~ F~~L ~~~., PA ACN l0a
IRWIN 8~ MCKNIGHT APPEAL DATE: 03-28-2009
60 W POMFRET ST (See reverse side under Objections)
CARLISLE PA 17013 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 E~
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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 ARMOLT RICHARD E FILE N0. 21 08-1032 ACN 101 DATE 01-27-2009
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) .00 NOTE: To insure proper
Stocks and Bonds (Schedule B)
2 12) ,00 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) I6) 18,140.00
7. Transfers (Schedule G) (7) .00
fig) 18, 140.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,716.58
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11 . Total Deductions (11) ) ? .77 6 . ~8
12. Net Value of Tax Return C12) 5,423.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
5,423.42
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assessment was issued previously, lines 14, 15 andJor 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
T~V f•~cTTT(•.
C15) .00 X
C16) 5,423.42 X
c17) • 00 x
C18)
00 X
00 _ .00
045_ 244.05
12 _ .00
15 _ .00
c19)= 244.05
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
10-15-2008 CD010411 12.20 231.85
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 244.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-~
C IF TOTAL DUE IS LESS THAN ;1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) V