HomeMy WebLinkAbout09-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
~+ ~,. + ,~~,P,.~4RTMENT OF REVENUE
~` +_ _r,a,,+ ~' r~-t+~ ~NQITICE OF INHERITANCE TAX
r-,"'~~'_:r nAd5PR4t+~$EM~NT, ALLOWANCE OR DISALLOWANCE
' "- ~ OF ~ 'EDI7CTIONS AND ASSESSMENT OF TAX
20Q9 SEP - 8 AM 9~ 20
CLERK OF
dRf~iAN'S CaU~t'
ROGER B IRWIN ESQCUf~~9ERU~tt~~J ~~~ P/~
IRWIN 8~ MCKNIHT
60 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 08-31-2009
ESTATE OF MONISMITH LYDA J
DATE OF DEATH 06-12-2008
FILE NUMBER 21 08-0741
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-30-2009
(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 ---- ~) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS H _ _________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MONISMITH LYDA J FILE N0. 21 08-0741 ACN 101 DATE 08-31-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
KESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .DO NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 12, 928.89
8. Total Assets (g) 12, 928.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
145.00
C9)
(lo) .00
(11) 14.00
c12) 12, 783.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 201,086.25
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 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 (16) 201,086.25 X 045 = 9,048.89
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 9,048.89
TAX CRFT1TTSe
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-12-2008 CD010265 423.68 8,049.93
03-13-2009 CDO11000 .00 575
28
08-24-2009 SBADJUST .00 .
,Og
TOTAL TAX CREDIT 9,048.89
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 $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS)