HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
` 'NOT,ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -A,PPRAiS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _.',7;pF~-DE DUCTIf)NS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
Z~C~ ~~Y "'~$ ~i~ ~c~.• ~Z DATE 04-27-2009
ESTATE OF BAKER DALE C
iC (~:~ DATE OF DEATH 09-01-2008
~~C"'{~~,~~~ ,`~r~i ~~~' FILE NUMBER 21 08-0934
C~~h,n. ~~ "1 r"~ COUNTY CUMBERLAND
ROGER B IRWIN ~~ ACN 101
60 W POMFRET ST APPEAL DATE: 06-26-2009
CARL I SL E PA 17 013 (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 ~
REV-1547 EX AFP CO1-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAKER DALE C FILE N0. 21 08-0934 ACN 101 DATE 04-27-2009
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) I1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) •00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •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) C5) 8 0,729.77
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 25,242.25
8. Total Assets fig) 105, 972.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,091.14
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.209.57
11. Total Deductions (11) 1 S .300 _ 71
12. Net Value of Tax Return C12) 90,671.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 90,671.31
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 (16) 90, 671..31 X 045 = 4, 080.21
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) •0 0 X 15 _ .00
19. Principal Tax Due
rwv rornTr~. (19)= 4,080.21
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+
INTEREST/PEN PAID C-) AMOUNT PAID
12-01-2008 CD010577 204.01 3,876.20
TOTAL TAX CREDIT 4,080.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DIJE . 00 ~, ;
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN l:1, NO PAYMENT IS RECUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /1S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.)