HomeMy WebLinkAbout08-03-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 016340
IRWIN HAROLD S III
64 SOUTH PITT STREET
CARLISLE, PA 17013
fold
ESTATE INFORMATION: SSN: ~ 74-20-~ ~ 33
FILE NUMBER: 211 1-0560
DECEDENT NAME: CONN LUCY H
DATE OF PAYMENT: 08/03/201 2
POSTMARK DATE: 08/02/201 2
couNTY: CUMBERLAND
DATE OF DEATH: 04/ 30/ 201 1
REMARKS:
CHECK# 14695
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ S 18.72
TOTAL AMOUNT PAID:
INITIALS: CJ
REV-1162 EXI11-96)
S 18.72
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HAROLDSIRWINIIIESQ
IRWINLAWOFFICE
64SOUTHPITTSTREEST
CARLISLE PA
NOTICE OF INHERITANCE TAX
~~ ~~AND ASSESSMENT OF WTAX E
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(~MBERI,AIVD CO., PA
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 07-30-2012
ESTATE OF CONN LUCY H
DATE OF DEATH 04-30-2011
FILE NUMBER 21 11-0560
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2012
(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~
----------------------------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APP ----------------
RAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CONN LUCY HFILE N0.:21 11-0560 ACN: 101 DATE: 07-30-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 77,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ~ ~ submit the upper portior
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 2,64 5.99
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 100.145.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 2 3.38 3.56
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13,38 5.84
11. Total Deductions (11) 36,769.40
12. Net Value of Tax Return (12) 63, 376.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ 1.00 0.00
14. Net Value of Estate Subject to Tax (14) _ 62,376.59
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) S8 .876 _ 59 x 045 = 2, b49 .45
17. Amount of Line 14 at Sibling rate C17) 1 00 _ OD X 12 = 12.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 3,400.00 X 15 - 510.00
19. Principal Tax Due (19 )= 3, 171 .45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-11-2012 CD015827 .00 3,171.45
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-12-2012 TOTAL TAX PAYMENT 3,171.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. 18.72
TOTAL DUE 18.72
* 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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