HomeMy WebLinkAbout04-13-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROGER B IRWIN
60 W POMFRET ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
f_i' i, t ['i ~ '`'~' •"1~(~OTICE OF INHERITANCE TAX
-- -- AI~PRAI$EMENT, ALLOWANCE OR DISALLOWANCE
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PA 17013
REY-1547 EX AFP (O1-D9)
DATE 04-13-2009
ESTATE OF ROBINSON MABEL S
DATE OF DEATH 08-27-2008
FILE NUMBER 21 08-0910
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(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 ~
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REV-1547 EX AFP (01-097 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROBINSON MABEL S FILE N0. 21 08-0910 ACN 101 DATE 04-13-2009
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
2.
3. Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C) (2)
C3) 2,514.05
.00 credit to your account,
submit the upper portion
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) 51,033.61
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 4,956.34
8. Total Assets fig) 58,504.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,124.24
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 218.19
11.
Total Deductions
C11) 1~.~42.4~
--
12. Net Value of Tax Return C12) 43, 161 .57
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 43, 161 .57
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) .00 X 04 5 = .00
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) 43,161.57 X 15 = 6,474.24
19. Principal Tax Due C19)= 6,4 74.24
TAY !`DCnTTC.
~` AYMENT~~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-20-2008 CD010546 323.71 6,150.53
TOTAL TAX CREDIT 6,474.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)