HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _N,pT.ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Ap~,RAI'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,.~ ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 r, L:,..., -
HARRISBURG PA 17128-0601 - _ "
2~~Q4 ~R 3 I P~9 !2~ 3 2
~~.~_~ u,
HAROLD S IRWIN I(fQ' "~ r; ~,,''+ ~A
IRWIN LAW OFFICE
64 S PITT ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ -- R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~-- _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BREZINSKY FRANCES J FILE N0. 21 08-1003 ACN 101 DATE 03-30-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
ls) 416 , 620.78
c6)_ 43,613.74
In .00
18) 460,234.52
20,588.65
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 338 .50
11. Total Deductions 111) 70 , q77. 1 r,
12. Net Value of Tax Return 112) 439,307.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax 114) 439,307.37
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 115) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 439,307.37 )1 045 = 19,768.83
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due 119)= 19,768.83
TAY f DCTTTC.
~^PAYMENT ~ ~
DATE RECEIPT
NUMBER D SCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-31-2008 CD010483 986.84 18,750.00
11-07-2008 CD010504 1.59 30.29
03-23-2009 SBADJUST .00 .11
TOTAL TAX CREDIT 19,768.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
REV-1547 EX AFP (01-09)
DATE 03-30-2009
ESTATE OF BREZINSKY FRANCES J
DATE OF DEATH 10-01-2008
FILE NUMBER 21 08-1003
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-29-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)