HomeMy WebLinkAbout11-13-09 (2) COMMONWEALTH OF PENNSYLVANIA
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NOTICE OFD INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~,
,AP~HpIS~E~ENT,
ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
Po Box zts06B1 _
`` 6F" DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
f'~~ ~~~~ ` ~ ~~ ~ ~ ~ ~~ REV-1547 EX AFP (01-09)
1
DATE 11-09-2009
ESTATE OF BROWN MARGARET C
~~:~.'"~~'." DATE OF DEATH 05-02-2008
Jil~'E li .~ ~~ s:•~i
FILE NUMBER 21 08-0516
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ROGER B IRWIN ESQ ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 01-08-2010
6 0 W P O M F R E T S T (See reverse side under Ohjections)
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 (01-09) ------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF BROWN MARGARET C FILE N0. 21 08-0516 ACN 101 DATE 11-09-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) 147, 900.00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 8 , 223.58
c6) .00
c7) .00
cB) 156, 123.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 37,659.36
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 117.011_ . 97
11. Total Deductions C11) 1 X4.671 .3~
12. Net Value of Tax Return C12) 1,452.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,452.25
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 assess ed 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) 1,452.25 X 045 _ 65.35
17. Amount of Line 14 at Sibling rate I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 x 15 _ .00
19. Principal Tax Due
C19)=
65.35
rex rou:nrrc.
rtc\,c irl u1S000NI (+) AMOUNT PAID
DALE NUMBER INTEREST/PEN PAID (-)
05-26-2009 (0011282 1.01- 81.69
TOTAL TAX CREDIT 80.68
BALANCE OF TAX DUE 15.33CR
INTEREST AND PEN. .00
TOTAL DUE 15.33CR
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 <
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