HomeMy WebLinkAbout05-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806D1
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 (12-09)
DATE 05-10-2010
ESTATE OF FULTON MARY
DATE OF DEATH 09-11-2009
FILE NUMBER 21 09-0901
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-09-2010
(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 ~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: FULTON MARY FILE N0.:21 09-0901 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: T o 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) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,98 0.32
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 9,735.91
8. Total Assets IS) 14.716.23
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 1.618.16
10. DebtslMortgage Liabilities/Liens (Schedule I) C10) 5,751.78
11. Total Deductions C11) 7,369.94
12. Net Value of Tax Return C12) 7,346.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax (14) 7,346.29
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) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) -DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C1B) 7,346.29 X 15 = 1,101.94
19. Principal Tax Due C19)° 1,101.94
TAX CREDITS:
P DATE T ~ NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
12-10-2009 CD012089 55.10 1,046.84
TOTAL TAX PAYMENT 1,101.94
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. ~~