HomeMy WebLinkAbout10-15-10~.,~, ., ., -~ , ,r-~-~~~ OF INHERITANCE TAX
-~~:- -~-~PPR~AISEM~N~', ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~- OF~ T~E~I~CI~`~IONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601
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ROGER B IRWIN ES`Q`" - - ~ '
60 WEST POMFRET ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE 1
REV-1547 EX AFP t12-09)
DATE 10-11-2010
ESTATE OF BROWN MYRON R
DATE OF DEATH 05-31-2010
FILE NUMBER 21 10-0583
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-10-2010
(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 F-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWN MYRON RFILE N0.:21 10-0583 ACN: 101
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OR
DATE: 10-11-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) 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) C2) 27, 907.82 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) 74, 089.93
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers tSchedule G) t7) 28,509.23
8. Total Assets c8) 130 , 506.98
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,9 4 3.5 6
10. Debts/Mortgage Liabilities/Liens tSchedule I) (10) 3,2 9 0.8 4
11. Total Deductions tll) _ 18,234.40
12. Net Value of Tax Return (12) 112,272.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 112, 272.58
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 1 7 . S$ x 045 = 5, 052.27
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at CollateralJClass B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 5, 052.27
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-05-2010 CD013166 252.61 4,799.66
TOTAL TAX PAYMENT 5,052.27
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.~~~~~
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