HomeMy WebLinkAbout08-07-09COMMONWEALTH 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
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TERRENCE J KERWI~JJ. ±
KERWIN & KERWIN
4245 RTE 209
ELIZABETHVILLE PA 17023
REV-1547 EX AFP (01-09)
DATE 08-03-2009
ESTATE OF MONGTOMERY ROBERT C
DATE OF DEATH OI-26-2008
FILE NUMBER 21 09-0249
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-02-2009
(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 F- _ ______
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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 MONGTOMERY ROBERT C FILE N0. 21 09-0249 ACN 101 nerF nR-n;-~nno
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)
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:
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) .00
(6) .00
(7) 225,088.78
(B) 225, 088.78
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9) 525.00
10. Debts/Mortgage Liabilities/'Liens (Schedule I) (10) .00
11. Total Deductions (11) F:9~.00
12. Net Value of Tax Return (12) 224,563.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 224,563.78
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (lg) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 224,563.78 X 045 _ 10,105.37
17. Amount of Line 14 at Sibling rate (17) ..0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 10,105
37
TAX CR FTITTC .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-12-2009 CD010994 .00 10,105.37
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 10,105.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
~ TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, 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.)