HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.r,NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~'~. ~,gp;pp~A't';S,~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '
HARRISBURG PA 17128-0601 ;-'~'- -+' `-
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ROGER B IRWIN ESQ vl~, ~, ~ ~~
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ 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 MORGENTHALER SR CHARLES S FILE N0. 21 08-1175 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
C1) 530, 000.00 NOTE: To insure proper
C2) .00 credit to your account,
DO submit the upper portion
(3) . of this form with your
C4) .00 tax payment.
I5) .00
c6) .00
c7) .00
~$) 530,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,315 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) R.31~i.00
12. Net Value of Tax Return I12) 521,685.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 521,685.00
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 521,685.00 X 045 = 23,475.83
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. Principal Tax Due C19)= 23,475.83
TAY rDFTITTC.
AYMENT~
DATE RECEIPT
NUMBER DISCO NT (+)
INTEREST/PEN PAID (-) AMDUNT PAID
11-24-2008 CD010556 .00 23,475.83
TOTAL TAX CREDIT 23,475.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
REV-1547 EX AFP (O1-D9)
DATE 03-30-2009
ESTATE OF MORGENTHALER SR CHARLES S
DATE OF DEATH 08-13-2008
FILE NUMBER 21 08-1175
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 ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)