HomeMy WebLinkAbout06-17-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE --~
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
BOTZUM GERALD D EDD
5710 E RD 200 NORTH
AVON, IN 46123
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: sos-42-8541
FILE NUMBER: 2105-1050
DECEDENT NAME: GILGA INGRID L
DATE OF PAYMENT: 06/ 1 7/2008
POSTMARK DATE: 06/13/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 /24/2005
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ $20,985.06
TOTAL AMOUNT PAID:
REMARKS: GERALD D BOTZUM
CHECK# 5001
SEAL
INITIALS: WZ
RECEIVED BY:
520,985.06
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 009888
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE-TAX
BUREAIi OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS ATJD ~AlSS~~~tfif~NT OF TAX
PO BOX 28(1601
HARRISBURG PA 17128-0601 9~ry~ F~ r REV-1547 EX AFP (06-05)
G E1 J~°~ O~ f~i-Y~ 59 06-09-2008
ESTATE OF GILGA INGRID L
..: --
' "``' ~ `'`"DATE OF DEATH 11-24-2005
n; }~ ,. ~
r~ J~' a` `~ ~~F~~E NUMBER 21 05-1050
`~ ~~C~O~I~NTY CUMBERLAND
SEAN M SHULTZ ESQ AC~1~"' 101
KNIGHT & ASSOCS APPEAL DATE: 08-08-2008
11 ROADWAY DR STE B (See reverse side under Objections)
CARLISLE PA 17015 Amount Remitted 5,
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS E~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF GILGA INGRID L FILE N0. 21 05-1050 ACN 101 DATE 06-09-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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
C1)
00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
c2) .00
c3) .00
c4) .00
c5) 432, 614.30
c6) .00
C7) .00
C8) 432, 614.30
20,925.55
C9)
Clo) 16.873.03
C11) 37.798.58
c12) 394,815.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C13) . 00
C14) 394,815.72
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 394,815.72 X 15 = 59,222.36
19' al Tax Due
Princi c19)= 59,222.36
. p
, ,,,.
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-24-2006 CD006365 2,026.32 38,500.00
08-09-2006 CD007075 .00 263.76
INTEREST IS CHARGED THROUGH 06-24-2008 TOTAL TAX CREDIT 40,790.08
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 18,432.28
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2,552.78
TOTAL DUE 20,985.06
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RE9UIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
kEV-7470 EX (G88j
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
NAME
Ingrid L. Gilga
John Kealy
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE
2105-1050
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E 3 Adjusted to $130,500.
The Commonwealth's value was determined by the averaging the royalties received by the
decedent for the years 2001 through 2005. We then capitalized the average by four times to
arrive at the above value.
ORIGINAL Page 1
°~
~ ~ ~..
KNIGHT ~tASSOCIATES P.C.
Attorneys at Law
June 12, 2008
Register of Wills
n Courthouse Square
Carlisle, Pennsylvania 17013
RE: Estate of Ingrid L. Gilga
Estate No. 21-OS-01050
My File No. 3901.1
:Dear Register of Wills:
Enclosed please find a payment of inheritance tax for the above-referenced estate in the
amount of $20,985.06. Please forward a receipt for the payment.
Should you have any questions or wish to discuss this matter further, please do not hesitate
to contact me.
Very truly yours,
SMS/dmh
Enclosure
cc: Dr. and Mrs. Gerald Botzum
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