HomeMy WebLinkAbout05-22-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 REY-1547 EX AFP (01-09)
f,~ r~ i~ DATE 05-18-2009
' ~ .:: i -
ESTATE OF KIRBY PATRICIA A
~i -_„
~` r G ~_ `.. TC ^~
MURREL R WALTERS ~I~,Z~^ - "
54 E MAIN ST
MECHANICSBURG PA 17055
REGISTER OF hIILLS
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 KIRBY PATRICIA A FILE N0. 21 08-0747 ACN 101 DATE 05-18-2009
TAX RETURN WAS: I 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)
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
(1) 193, 000.00
(2) .00
I3) .00
(4) 664, 693.85
(5) 114 , 892.90
(6) 64,492.36
(7) .00
Is)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,037,079.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
37,639.46
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,602.4 6
11. Total Deductions (11) 45.241 .92
991,837.19
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 991 , 837.19
NOTE: If an assessment was issued previously, l ines 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) 991 , 837.19 X 045 = 44, 632.67
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) •00 X 15 = .00
19. Principal Tax Due C19)= 44,632.67
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-09-2008 (0010249 2,210.53 42,000.00
12-24-2008 (0010692 .00 532.67
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
DATE OF DEATH 06-11-2008
FILE NUMBER 21 08-0747
COUNTY CUMBERLAND
ACN 10L
APPEAL DATE: 07-17-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 44,743.20
BALANCE OF T~4X DUE 110.53CR
INTEREST AND PEN. .00
TOTAL DUE 110.53CR
r
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)