HomeMy WebLinkAbout05-08-09• COMMONWEALTH OF PENNSYLVANIA
AEPAR.TMENT OF REVENUE
- ~ YJO'TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMfNTr ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~..- - DP D~DUC?IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 p,~ REY-1547 EX AFP (01-09)
~.?,~9 ~F~~ _~ ~~~' ~~~ ~ ~ DATE 04-27-2009
ESTATE OF GRf:ENE MYRTLE E
/\ ~ r. '-
', i DATE OF DEATH 11-11-2006
~1Fp;;" I;_ '~' ~ ~'~.I FILE NUMBER 21 07-0144
^I 'r ,. ~ \' Fi~~~ COUNTY CUMBERLAND
v.:i
HAROLD S IRWIN III ACN 10:~
IRWIN LAW OFFICE APPEAL DATE: 06-26-2009
64 SOUTH PITT 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 _'~ 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 GREENE MYRTLE E FILE N0. 21 07-0144 ACN 101 DATE 04-27-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
(Schedule J) C13) .0 0
C14) 296,371.18
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rev rnrnrrc•.
Cls) • 00 x
C16) 296,371.18 X
c17) • 00 x
c1a) • 00 x
00 _ .00
045_ 13,336.71
12 _ .00
15 _ .00
C19)= 13,336.71
~~`PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
10-06-2008 CD010360 61.63- 13,398.34
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
10-07-2008 TOTAL TAX CREDIT 13,336.71
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1,070.10
TOTAL DIIE 1 , 070.10
( IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
C1) .00 NDTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
C3) .00 of this form with your
C4) .00 tax payment.
~5) 125., 482.64
C6) 65 , 217.00
I7) 131 , 775.80
CB) 322,475.44
C9)
21,310.51
Clo) 4.793.75
C11) ?6.104.96
C12) 296,371.18
r~
REV-1470 EX (6-88)
INHERITANCE TAX
- EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Myrtle E. Greene FILE NUMBER
2107-0144
REVIEWED BY
Anita McCully ACN
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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