HomeMy WebLinkAbout12-04-09~,~~'.~~~~-~T OF INHERITANCE TAX
#e~ , ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -,~.,
INHERITANCE TAX DIVISION t~~.UsJ~"lr~~'~lIONS AND ASSESSMENT OF TAX
PO BDX 280601
HARRISBURG PA 17128-0601
2009 DEC -4 PM f ~ b !
' QRP'HAN'S T
ROGER B IRWIN EST""
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP [10-09)
DATE 11-30-2009
ESTATE OF ENDS DOROTHY E
DATE OF DEATH 10-14-2008
FILE NUMBER 21 08-1095
COUNTY CUMBERLAND'
ACN 101
APPEAL DATE: 01-29-2010
(See reverse side under Objections)
Amount Re[eitted
MAKE CHECK PAYABLE AND R MIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT-ALONG-THIS-LINE---_- ~ RETAIN LONER PORTION FOR YOUR RECORDS 4-
REV-1547 EX AFP (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANC~ OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ENDS DOROTHY EFILE N0.:21 08-1095 ACN: 101 DATE: 11-30-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (i) 250, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0p submit tM upper portion
4.
Mortyayes/Notes Receivable (Schedule Dl (4)
.00 of this fora with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) (5) 246,732.55
6. Jointly ONned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 0
8. Total Assets (8) 496,732.55
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 52,96 3.35
10. Debts/Mortyaye Liabilities/Liens (Schedule I) (10) 8,574.9 5
11. Total Deductions [11) 61,538.30
12. Net Valw of Tax Return [12) 435,194 .25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedul e J) (13l _00
14. Nst Valw of Estate Subject to Tax (14) 4~ .194.
NOTE: if an assessAent was issued previously, lines 14, 15 andior 16, 1'7 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Awount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate [16) 43 ~~194 7~ x 045 = 19.583.74
17. Amount of Line 14 at Sibling rate (17) Ofl X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due [19)= 19,583.74
TAX CREDITS:
^'~~~^~ ~cc~.cir~ uiscuun7 (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-07-2009 CD010740 947:00 18'636.40
06-17-2009 CD011371
TOTAL TAX PAYMENT 19 583.77
BALANCE OF TAX DUiE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT!' (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.