HomeMy WebLinkAbout04-09-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROGER B IRWIN ESQ
IRWIN 8~ MCKNIGHT PC
60 W POMFRET ST
NOTICE OF INHERITANCE TAX
AP''Arr~~A „~I ANCE OR DISALLOWANCE
D• ,~°~~~~~I~O~S- D ASSESSMENT OF TAX
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CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 04-05-2010
ESTATE OF BAUM M L
DATE OF DEATH 08-19-2009
FILE NUMBER 21 09-0903
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-04-2010
(See reverse side under Objections)
Amount Remitted l
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: BAUM M LFILE N0.:21 09-0903 ACN: 101 _______________
OR
DATE: 04-05-2010
TAX RETURN WAS: CX) 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,3 9 2.6 5
6. Jointly Owned Property (Schedule F) (6) 28, 182.76
7. Transfers (Schedule G) C7) 7, 102.57
8. Total Assets (8) 41 , 677.98
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7.9 6 9.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 7, 969 .81
12. Net Value of Tax Return C12) 33, 708.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 33, 708.17
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
17. Amount of Lfne 14 at Sibling rate (17) 33 .708.1 7 x 12 = 4, 044.98
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 4, 044.98
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-25-2009 CD011804 202.25 3,842.73
TOTAL TAX PAYMENT 4,044.98
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