HomeMy WebLinkAbout11-16-12r !~~~Of1Ct~, , ;[:~'~''C ~' NOTICE OF INHERITANCE TAX ~ Pennsylvania
t{E~ ' ~~ A~b'F ISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL L11AXE6 '' "!a. DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVEN UE
INHERITANCE TAX DIVISION ~ 71„ -. .,J REY-1547 EX AFP (09-1D
PO BOX 280601
HARRISBURG PA 17128-0601
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ROGER B IRWIN ESQ
IRWIN & MCKNIGHT PC
60 W POMFRET ST
CARLISLE PA 17013-3243
ESTATE OF RITTER ROBERT L
DATE OF DEATH 02-17-2012
FILE NUMBER 21 12-0410
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2013
(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 1 RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-11J NOTICE OF INHERITANCE 7AX APPRAISEMENr, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RITTER ROBERT LFILE N0.:21 12-0410 ACN: 101 DATE: 11-12-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSChetlule A)
2. Stocks antl Bontls (Schedule B)
3. Closely Heltl Stock/Partnership Interest (5<hetlule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Lash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Ownetl Property CSehetlula F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
a) .00
(2) .00
I3) .00
(4) .00
(5) 36,963.95
(4) .00
(7) 34,210.38
NOTE: To ensure proper
cretlit to your account,
submit the upper portion
of this form with your
tax payment.
(e) 71.174.33
(9) 16.280.06
(10) 1.934.86
11. Total Deductions (11) 18,214.92
12. Net Value of lax Return (12) 52,959.41
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 52,959.41
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
16. Amount of Lina 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 x 00 - .00
us) nn x 045 = .00
(ln )8.749.n3 x 12 - 2,249.88
a8) 34,210.38 x 15 = 5,131.56
(19)= 7,381.44
PAYMENT
GATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-16-2012 (0015982 342.11 6,500.00
08-17-2012 (0016407 .00 556.44
~ IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 7,398.55
BALANCE OF TAX DUE 17.11CR
INTEREST AND PEN. .00
TOTAL DUE 17.11CR
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YDU MAY BE DU ~,~
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.