HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX pennsy van~a ~
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BUREAU OF INDIVIDUAL rAxES~' ,~ .APPR~4T~EM.-ANT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~~ OF ',1~EDI~CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 '-~~- - 1 -~ '
HARRISBURG PA 17128-0601
~~~ ~ ~~ ~~ ~~: ~,~ DATE 03-22-2 10
ESTATE OF AKERS KATHRYN S
~,~~}~,~~ {.,~ DATE OF DEATH 03-04-2 07
~,~ ~, „ ,~ -C-`r FILE NUMBER 21 07-0 49
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~ COUNTY CUMBERL ND
ROGER B IRWIN Q
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~ ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 5-2 1-2010
6 0 W P O M F R E T S T (See reverse side unde Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA' E
CARLISLE PA 170 3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: AKERS KATHRYN SFILE N0 .:21 07-0349 ACN: 1 1 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) C1) 1,800,000.0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 credit to your account,
0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0' tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sche dule E) C5) 112,984.0
6. Jointly Owned Property (Schedule F) C6) •0 '
7. Transfers tSchedule G) C7) •0 '
8. Total Assets B) 1 , 912 , 984.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslMisc. Expenses (Sche dule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3 9 58.3
11. Total Deductions C 1) 179,885.19
12. Net Value of Tax Return C 2) 1 , 733, 098.89
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C 3) .0 0
14. Net Value of Estate Subject to Tax ( 4) 1 , 733, 098.89
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) .0 0 X 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .733.098 _ 89 x 45 = 77, 989.45
17. Amount of Line 14 at Sibling rate C17) .0 0 X 2 = .0 0
18. Amount of line 14 taxable at Collateral/Class B rate t18) .0 0 X 5 = .0 0
19. Principal Tax Due C19)= 77, 989.45
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-01-2007 CD008230 3,899.47 75,000.00 '
TOTAL TAX PAYMEN
BALANCE OF TAX Dl
INTEREST AND PEN
TOTAL DUE
78,899.47
910.02CR
.00
910.02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE~IT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS ORM FOR INSTRUCTIONS. ~~