HomeMy WebLinkAbout09-11-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES 'APa'RA~S~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ -t°~~~
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OF' DEDI~CTI~INS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
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ESTATE OF BROUGHER ANNA V
C~F~~ ~,~ DATE OF DEATH 02-10-2008
~+ FILE NUMBER 21 08-0169
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ROGER B IRWIN ESQ ,
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C~~ ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 11-06-2009
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 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 CO1-09) ----
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BROUGHER ANNA V FILE N0. 21 08-0169 ACN 101 DATE 09-07-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
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)
RETURN N0. O1
cl) .00
C2) .00
C3) .00
C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
I5) . 00
I6) . 00
C7) 67,066.80
C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
67,066.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,065 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 1 .06F.00
12. Net Value of Tax Return C12) 66,001.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 117, 141.16
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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 114, 641.16 X 045 = 5, 158.85
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 2,500.00 X 15 = 375.00
19. Principal Tax Due (19)= 5,533.85
TAY /"DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-06-2008 CD009670 128.19 2,435.58
03-17-2009 CDO11010 .00 2,970.08
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
03-18-2009 TOTAL TAX CREDIT 5,533.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. 60.01
TOTAL DUE 60.01
C IFnTOTAL DUEcIScLES~ScTHANc$lc NOTPAcM~uTc^~ REL1ThREDT^"c
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE