HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROGER B IRWIN
60 W POMFRET ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-•.--- . ,.NOT.ICE OF INHERITANCE TAX
`AI?IdRAI;SEMEN7r' ALLOWANCE OR DISALLOWANCE
OF DEDUCTS-0NS AND ASSESSMENT OF TAX
" '' - - REV-1547 EX AFP (01-09)
~y9 ~~ _~, 0~1 ~Z. ~ I DATE 05-04-2009
ESTATE OF FOSTER LEROY J
DATE OF DEATH 10-08-2008
C! ~`~~<, !~;;- FILE NUMBER 21 08-1076
~~~_~ ~,~:'; .~ ,_;~_;;Ir;~ COUNTY CUMBERLAND
:~~ ,`' ?~; ACN 101
APPEAL DATE: 07-03-2009
P A 17 013 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, Pp, 17013
CUT ALONG THIS LINE -i RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FOSTER LEROY J FILE N0. 21 08-1076 AC:N 101 DATE 05-04-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO
1. Real Estate (Schedule A) (1) 100, 000.00
2. Stocks and Bonds (Schedule B) C2) 18,074.50
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 103,741.58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 23,597.11
8. Total Assets (8)
O1
NOTE: To insure proper
credit to your account,
SUbmlt the upper pOrtlOn
of this form with your
tax payment.
245,413.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
23„679.10
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 129.61
11. Total Deductions C11) 23.808.71
12. Net Value of Tax Return C12) 221 , 604.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax (14) 221,604.48
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 X15) •00 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 221,604.48 X 045 = 9,972.20
17. Amount of Line 14 at Sibling rate (17) .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)= 9,972.20
TAY f`RFTITTR•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-09-2008 (0010621 466.12 8,856.22
12-24-2008 (0010690 32.49 617.37
--
TOTAL TAX CREDIT 9,972.20
BALANCE OF 7•AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED i~S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)