HomeMy WebLinkAbout09-24-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT';LCfi OF; 1N~F-RITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAd$EMENT,~ALLOWANCE DR DISALLOWANCE
INHERITANCE TAX DIVISION OF !DELxILCt19NS, /1NA ;ASSESSMENT OF TAX REV-1547 EX AFP (01-09)
PO BOX 280601
HARRISBURG PA 17128-0601 09-07-2009
2~C9 SEA Z~ F~! 3• ~TATE OF BROUGHER ANNA V
~, ~F,,\ ,~.~~ DATE OF DEATH 02-10-2008
O~'~f {~,1 ,,,,. 1"~~.~1~~~jT FILE NUMBER 21 08-0169
Clj`, ~, C~COUNTY CUMBERLAND
'' ACN 101
ROGER B IRWIN ESQ AppEAL DATE: 11-06-2009
IRWIN 8~ MCKNIGHT (See reverse side under Objections)
60 W POMFRET ST
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND 1:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE--___ ~ __RETAIN_LOWER-PORTION_FOR YOUR_RE_C_ORDS- ________
-- -~ «ALLOWANCE OR
REV-1547 EX AFP (O1-09)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENT OF TAX
ANNA V FILE N0. 21 08-0169 ACN 101 DATE 09-07-2009
ESTATE OF BROUGHER
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 ,00 NOTE: To insure proper
(1)
1. Real Estate (Schedule A) .00 credit to your account,
(2) submit the upper portion
2. Stocks and Bonds (Schedule B)
3. Closely Held Stoek/Partnership Interest (Schedule C) C4j ,00 taxtPaymentm with your
4. Mortgages/Notes Receivable (Schedule D) ,00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6j .00
6. Jointly Owned Property [Schedule F) C7) 67,066.80
7. Transfers (Schedule G) CB) 67,066.80
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,065.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cioj ,00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C11) ,065,_0.0_
11. Total Deductions (12) 66, 001 .80
12, Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cioj 117,141.16
14. Net Value of Estate SubJect to Tax
NOTE: If an asfis~~estthat includePtheltotal~of~ALL returnsaassessed~to7date,and 19 will
reflect 9
.00 X 00 .00
ASSESSMENT OF TAX: c15) -
15. Amount of Line 14 at Spousal rate 114, 641.16 X 045 . 5, 158 .85
16. Amount of Line 14 taxable at lineal/Class A rate (16) .00 X 12 _ .00
c17) 375.00
17. Amount of Line 14 at Sibling rate 2,500.00 X 15
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= 5,533.85
19. Principal Tax Due
PAYMENT ~`~" " INTEREST/PEN PAID (-)
DATE NUMBER
128.19
05-06-2008 CD009670 ,00
03-17-2009 CDO11010
AMOLYNT PAID
2,435 58
2,970.08
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-18-2009 BALANCETOF TAXDDUE
INTEREST AND PEN.
--
TOTAL DUE
5,533.85
.00
60.01
60.01
~ 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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)