HomeMy WebLinkAbout11-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROGER B IRWIN ES~~~~~QERL/~NJ ~~~~ PA
IRWIN K MCKNIGHT PC
60 W POMFRET ST
CARLISLE PA 17013-3243
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~. r~,~`,~r,-~ ~.-,~~10, ~E OF INHERITANCE TAX
f~~~~J/[Pli.B~INL~f6~~NT, ALLOWANCE OR DISALLOWANCE
~ .V ~Q~; DED?,~CIIQONS AND ASSESSMENT OF TAX
~ Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP C09-12)
DATE 10-29-2012
ESTATE OF THOMAS BETTY L
DATE OF DEATH 07-02-2011
FILE NUMBER 21 11-0775
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-28-2012
(See reverse side under Objections
Asount Rea~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMAS BETTY LFILE N0.:21 11-0775 ACN: 101 DATE: 10-29-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,360.4 7
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 39,415.93
8. Total Assets c8) 181.776.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 24.300.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.5 76.27
11. Total Deductions C11) 31,877.04
12. Net Value of Tax Return (12) 149,899.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 149,899.36
NOTE: If an assesseent was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect fiBUres that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at lineal rate C16) 1 G9 . 899 _ 36 X 045 = 6, 745.47
17. Amount of Line 14 at sibling rate (17) -~~ X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due C19 )= 6,745.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOU NT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-11-2012 (0015821 4.98- 7,200.00
TOTAL TAX PAYMENT 7,195.02
BALANCE OF TAX DUE 449.55CR
INTEREST AND PEN. .00
TOTAL DUE 449.55CR
~ 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 FOR INSTRUCTIONS.