HomeMy WebLinkAbout11-26-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HAROLD S IRWIN
64 S PITT ST
CARLISLE
NOTICE OF INHERITANCE TAX
~,~a4PEPR~Z6EMfNT~- ,- LOWANCE OR DISALLOWANCE
"'~-~-'OF-'D£DUC?'~I'OAND ASSESSMENT OF TAX
. .i-_ ... ... .... _.i,-~~
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PITTENGER DAVID AFILE NO.:?1 t~-nnnR ACNs lnl i]ATF~ 77_~n_~ni~
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)
~.
. pennsylvania
;` DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 86 , 975.88
c9) 20,824.00
clo) .00
11. Total Deductions tll) 20,824.00
12. Net Value of Tax Return C12) 66, 151. $8
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 66, 151 .88
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) AA • 1 S1 - RA X 045 = 2, 976.83
17. Amount of Line 14 at sibling rate (17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 2, 976.83
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-07-2012 CD016352 .00 2,97b.83
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
cl) .00
c2) .00
c3) .00
C4) .00
c5) 17,440.81
c6) 58,500.00
c7) 11 , 035.07
' a ~~.~ ~>°- _ ~ ---~
~ ~
` DATE 11-20-2012
~'
~ ~
+ ` ESTATE OF PITTENGER DAVID A
DATE OF DEATH 11-21-2011
,., ,. _`~ . FILE NUMBER 21 12-0008
. COUNTY CUMBERLAND
,;
III(~~~ ~' ~b~~(1 ~,~,' `'~,
ACN 101
APPEAL DATE: 01-19-2013
P A 17 013 - 3 2 2 0 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 2,976.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YDU MAY BE DUE'„~~J\
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 1-