HomeMy WebLinkAbout07-30-10-- ~ _ zf.. c s-NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~r
BUREAU OF INDIVIDUAL TAXES d~~~'A:~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - - - 0?~ -DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP {12-09) t`
PO BOX 280601
HARRISBURG PA 17128-0601
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HAROLD S IRWIN III
b4 S PITT ST
CARLISLE PA 17013
DATE 07-2b-2010
ESTATE OF WENTZ AUDREY M
DATE OF DEATH 08-27-2009
FILE NUMBER 21 09-0855
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(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
-------------------------------------------------- RECORDS ~
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: WENTZ AUDREY MFILE N0.:21 09-0855 ACN: 101 DATE: 07-2b-2010
TAX RETURN WAS: { X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 115, 900.00 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) (3) .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) (5) 22,894.73
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers {Schedule G) (7) .0 0
8. Total Assets cs) 138.794.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) {9) 18.8 8 3.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) {10) 4 0.3 0
11. Total Deductions C11) 18,923.48
12. Net Value of Tax Return (12) 119,871.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts {Schedule J) {13) .0 0
14. Net Value of Estate Subject to Tax {14) _ 119,871.25
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate {15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 11 9.871 _ S X 045 = 5,394.21
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate {18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 5, 394.21
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID {-)
AMOUNT PAID
05-04-2010 CD012697 .00 5,394.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 5,394.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS..~