HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
a~'VAF~GE _QF ^INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Apl?RRTS'EMEff~;!AikbWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' ~
'~,_Q'~ •1~EDUCTIpNS AND ASSESSMENT OF TAX
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PO BOX 280601 _,~
HARRISBURG PA 17128-0601 .~, - REV-1547 EX AFP CO1-09)
~Q09~pR ~3 aM10• DATE 04-06-2009
58 ESTATE OF LINE ARTHUR A
~~~~i~ ~~ DATE OF DEATH 04-05-2008
ORA~+/~.t~~fi r,,~ FILE NUMBER 21 08-0552
t a ~~,lJRT COUNTY CUMBERLAND
ROGER B IRWIN ESQ Cu ~ , ~1 ~ (~,` ~~'~ ACN 101
IRWIN ~ MCKNIGHT APPEAL DATE: 06-05-2009
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 ~ --------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LINE ARTHUR A FILE N0. 21 08-0552 ACN 101 DATE 04-06-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) (1) 477,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 149.523.56
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets ce) 627, 023.56
APPROVED DEDUCTIONS AND EXEMPTIONS: 35,264.31
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.784.69
11. Total Deductions C11) 39 • n49. 00
12. Net Value of Tax Return C12) 587, 974.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 587, 974.56
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) 587,974.56 X 045 = 26,458.86
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due
TAY CQFi]TTS.
c19)= 26,458.86
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-02-2008 CD009968 1,322.94 27,500.00
TOTAL TAX CREDIT 28,822.94
BALANCE OF TAX DUE 2,364.08CR
INTEREST AND PEN. .00
TOTAL DUE 2,364.08CR ~,\
~ 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)