HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxes APp~tAIS~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE rax Drv1s1DN OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ - ..._ _...
HARRISBURG PA 17128-0601
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ROGER B IRWIN .".~,._-~ R`w, ~_}„ PP,
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-08-2010
ESTATE OF JONES OLIVER H
DATE OF DEATH 08-28-2008
FILE NUMBER 21 08-0981
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES OLIVER HFILE N0.:21 08-0981 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 147,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,357.75 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 17,994.21
6. Jointly Owned Property (Schedule F) (6) 31 , 874.44
7. Transfers (Schedule G) (7) 91,980.96
8. Total Assets (8) 291 , 107.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 38.680.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,4 92.12
11. Total Deductions C11) 42, 172.32
12. Net Value of Tax Return (12) 248, 935.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub]ect to Tax (14) 248,935.04
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 C15) .00 )( 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 248.935.04 X 045 = 11 , 202.08
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 11,202.08
TAX CREDITS:
AMOUNT PAID
P DATET I NUMBER I INTEREST/PEN PAID C-)
08-06-2009 CD011579 .00 11,202.08
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-07-2009 TOTAL TAX PAYMENT 11,202.08
BALANCE OF TAX DUE .00
INTEREST AND PEN. 107.43
TOTAL DUE 107.43
~ 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.