HomeMy WebLinkAbout04-05-10.~., ~;N~l~~, C~~OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES .~FRAIS.E ~ ~,~~`ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~y QF;~;DEDUCh~bNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ROGER B IRWIN ESQ
IRWIN ~ MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-22-2010
ESTATE OF GEOFFREY LEON S
DATE OF DEATH 03-O1-2009
FILE NUMBER 21 09-0305
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(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--- _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GEOFFREY LEON SFILE N0.:21 09-0305 ACN: 101 _______________
OR
DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 954, 174.85
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 810,239.77
8. Total Assets C8) 1 , 764 , 414 .62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 2.6 ~ 0.7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18,973.88
11. Total Deductions (11) 61,624.58
12. Net Value of Tax Return C12) 1 , 702, 790.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5 7,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 1 , 645, 790.04
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
C15) . 00 X
C16) 1 , F:1 ~ .790.04 X
C17) 2~ .000.00 X
(18) 105, 000.00 X
00 = .00
045 = 68,210.55
12 = 3,000.00
15 = 15,750.00
(19)= 86,960.55
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-29-2009 CD011298 3,500.00 66,500.00
09-18-2009 CD011765 .00 18,222.79
TOTAL TAX PAYMENT 88,222.79
BALANCE OF TAX DUE 1,262.24CR
INTEREST AND PEN. .00
TOTAL DUE 1,262.24CR
* 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.
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