HomeMy WebLinkAbout07-05-11r T .Er,,~O.~~jj,~ RITANCE TAX Pennsylvania ~ .~ ~
BUREAU OF INDIVIDUAL TAXES APPR~~~~~~,~.-~L}~~MNCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF t'~~,~~~~r'!f".L'~`J ASSESSMENT OF TAX '
PO BOX 280601 ~' ~ " - REV-1547 IX AFP C12-10)
HARRISBURG PA 17128-0601
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~~'' ~ ~~.~'~. --v ~ ~`~ ~' ~%'~DATE 06-20-2011
ESTATE OF BROWN HARRY M
~~~~~(QF DATE OF DEATH 12-02-2010
~~Q~A1~+5 CURT FILE NUMBER 21 11-0074
G~~~~~~~;~~`rt~ ~~ ~~;, COUNTY CUMBERLAND
ROGER B IRWIN ESQ ACN 101
60 W POMFRET ST APPEAL DATE: 08-19-2011
C A R L I S L E P A 17 013 (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 ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ __________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWN HARRY MFILE N0.:21 11-0074 ACN: ini nerF:. nc_~n_~n „
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
tl) .00
c2) 1,065,140.00
t3) .00
t4) .00
t5) 31 , 487.00
t6) .00
t7) 223, 313.87
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 1,319,940.87
C9) 42 , 987 . 0
tlo) 201.00
11. Total Deductions
t11)
43, 188.50
12. Net Value of Tax Return C12) 1 , 276, 752.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax t14) 1 , 276, 752.37
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) 223,313.87 x 00 = .00
t16) ~ , oS3.4~8 . tin x 045 = 47, 404.73
t17) . n0 x 12 = . 00
t18) .00 X 15 = .00
c19)= 47,404.73
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
03-02-2011 CD014073 473.68 9,000.00
04-18-2011 CD014330 .00 37,931.Ob
TOTAL TAX PAYMENT 47,404.74
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.