HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -~ A?PRA.LSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ~. OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 d ,.? ; vi ~ .4
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ROGER B IRWIN ORPHAfi!'S COURT
960 W POMFRET S~U~~'~~~ ';~iL CO•. PA
CARLISLE PA 17013
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REY-1547 EX AFP CO1-09)
DATE 06-22-2009
ESTATE OF PAUL MARY A
DATE OF DEATH 12-06-2008
FILE NUMBER 21 08-1254
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-21-2009
(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 ~-- ______________
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PAUL MARY A FILE N0. 21 08-1254 ACN 101 DATE 06-22-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
C1) .00 NOTE: To insure proper
00 credit to Your account,
C2) . submit the upper portion
C3) .00 of this form with your
~4) .00 tax payment.
C5) 178.215.85
c6) 11 , 713.76
c7) .00
Ce) 189, 929.61
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,876.57
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9 .80
X11) l0 .886. i7
11. Total Deductions 179, 043.24
12. Net Value of Tax Return C12) .00
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
. 179,043.24
14. Net Value of Estate Subject to Tax I14)
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 assess ed to date.
ASSESSMENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 179,043.24 X 045 = 8,056.95
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
C19)= 8,056.95
19. Principal Tax Due
IAA I.RCLlIJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
DI-29-2009 CD010835 402.85 7,654.10
TOTAL TAX CREDIT 8,056.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 _ i~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)