HomeMy WebLinkAbout08-31-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
HAROLD S IRWIN III ESQ
64 SOUTH PITT ST
CARLISLE PA 17013
_ N,O~~_C~Pt=OF INHERITANCE TAX
APPRATS~EM~NT~ ALLOWANCE OR DISALLOWANCE
OF DED<ICTTONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 08-22-2011
ESTATE OF HENRY JOSEPHINE J
DATE OF DEATH 02-21-2010
FILE NUMBER 21 10-0198
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
( See reverse side under Objections )
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS •~ _ ____ ___________
REV-1547 EX AFP X12-10)
R
R
N CE
O
A OR
DEDUCTIONS AND
OF
DISALLOyIANCE TAX
OF
ASSESSMENT
ESTATE OF: HENRY JOSEPHINE JFILE N0.:21 10-0198 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
(1) 83,000.00 NOTE: T o ensure proper
1. Real Estate (Schedule A) 0 0 credit to your account,
2. Stocks and Bonds (Schedule B) (2) .
00 submit the upper portion
Closely Held Stock/Partnership Interest (Schedule C)
3 I3) ' of this form with your
.
Mortgages/Notes Receivable (Schedule D)
4 (4) .00 tax pay ment.
.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
5
(5) 5,045.33
.
Jointly Owned Property (Schedule F)
6
(6) ,00
. In .00
7. Transfers (Schedule G)
($) 88.045.33
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,990.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 158,551.30
541.42
171
(11) ,
11. Total Deductions 09-
496
83
(12) .
,
12. Net Value of Tax Return
(13) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 496.09-
83
14. Net Value of Estate Subject to Tax
c14)
,
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: Op 00 = .00
15. Amount of Line 14 at Spousal rate (15) ,
00 X
x 045 =
00
Amount of Line 14 taxable at Lineal/Class A rate
16 (16) . .
. (17) .0 0 X 12 = .0 0
Amount of Line 14 at Sibling rate
17
.
18) .00 X 15 = .00
Amount of Line 14 taxable at Collateral/Class B ra
18 te C
. (14)= .00
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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.