HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
OF DEbIFCTIffNS`:_Ayhlp ASSESSMENT OF TAX REV-1547 EX AFP clz-ov)
PO BOX 280601
HARRISBURG PA 17128-0601 /
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ROGER B IRWIN ESQ ~r,~r' ;.:'~'j?T
IRWIN & MCKNIGHT ~"' '~~
60 W POMFRET ST
CARLISLE PA 17013
DATE 03~-22-2010
ESTATE OF SALISBURY ROSE
DATE OF DEATH 03-14-2009
FILE NUMBER 21 09-0299
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 SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --- RETAIN LOWER PORTION FDR YOUR
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R'DS ~--
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
__________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: SALISBURY ROSE FILE N0.:21 09-0299 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) I1) 195, 000
00
2. Stocks and Bonds (Schedule B) I2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
1,4 29.00 tax payment.
6. Jointly Owned Property (Schedule F) I6) 4, 787.64
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND cs) 201.216.64
EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~y) ?6.792.40
10. Debts/Mortgage Liabilities/Liens (Schedule I) clo) 146,566.78
11. Total Deductions
X11) 173,359.18
12. Net Value of Tax Return C12) 27,857.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
(14) 27,857.46
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18 and 19
i
reflect figures that include the total
of ALL ,
,
returns assessed to d w
ll
ate
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) 77.8 7.C~ X 045 = 1,253.59
17. Amount of Line 14 at Sibling rate (17) Q
(~
X 12 =
,
_ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS: (19)= 1,253.59
• ^•••~•~~
DATE Re~eari
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-05-2009
06-05-2009
09-15-2009 (0011320
(0011321
(0011745 1.87
1.87
.00 35.49
35.49
26.00
INTEREST IS CHARGED THROUGH 04-06-2010 TOTAL TAX PAYMENT 100.72
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF 7'AX DUE 1,152.87
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 14.86
TOTAL DUE 1,167.73
~ 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.
REV~1470 Ex (01-1?) +
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
H RI R P 17
DECEDENT'S NAME
Salisbury, Rose
3EVIEWED BY
Justin R. Gilmore
INHERITANCE TAX
EXPLANATION
OF CHANGES
ITEM '
SCHEDULE NO. EXPLANATION OF CHANGES
Gift of equity is not an allowable deduction for inheritance tax.
ROW
FILE NUMBER
2109-0299
101
Page 1