HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
VIDUAL TAXES "~(7~PFRA~S~f~Efi;~,
ND ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF I
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INHERITANCE TAX DIYISION AF`,D,U~TIO
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~ NS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
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PO BOX 280601 i
FU-RRISBURG PA 17128-0681 ~-
Z~'O ~~~ 2b ~~ 12. ~0 DATE 03-22-2010
ESTATE OF LUTZ MARGARET E
DATE OF DEATH 11-26-2008
~~-~~~ ~-'~ FILE NUMBER 21 08-1277
~R~N~,~~~ ~-~ ~`~~.J~T COUNTY CUMBERLAND
ROGER B IRWIN ~~~ ~ '' ;:) ~~$ ACN 101
IRWIN 8~ MCKNIGHT APPEAL DATE: 05-21-2010
60 W POMFRET ST (See reverse side under Objections)
CARLISLE PA 17013 Amount RelBitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~1' RETAIN LOWER PORTION FOR
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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: LUTZ MARGARET EFILE N0.:21 08-1277 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 15 5,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . pf this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 128,053.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 489,281.71
e. Total Assets (8) 772,335.21
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 3.141.96
10. Debts/Mortgage liabilities/Liens [Schedule I) C10) 15.081.25
11. Total Deductions C11) 58,223.21
12. Net Value of Tax Return (12) 714, 112.00
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) 115,117.38
14. Net Value of Estate Subject to Tax (14) 598,994.62
NOTE: If an assess~ent 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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate t16) .Dn x 045 = .00
17. Amount of Line 14 at Sibling rata C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 598 ,444.62 X 15 = 89,849.19
19. Principal Tax Due (14 )= 89,849.19
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-)
02-25-2009 (0010943 4,473.68
09-16-2009 (0011771 .13-
03-15-2010 SBADJUST .00
AMOUNT PAID
,uuu.vu
375.64
.95
TOTAL TAX PAYMENT 89,849.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (a„~n