HomeMy WebLinkAbout06-20-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28'0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
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- .. ,t~flTICE OF INHERITANCE TAX
L.'~APPRALSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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LOWELL R GATES
GATES ETAL
1013 MUMMA RD STE 100
LEMOYNE PA 17043
REV-1547 EX AFP (06-05)
DATE 06-16-2008
ESTATE OF BEIL JOSEPH P
DATE OF DEATH 07-26-2007
FILE NUMBER 21 07-0753
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-15-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LDWER PORTION FOR YOUR RECORDS F- _ ---------------
REY-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEIL JOSEPH P FILE N0. 21 07-0753 ACN 101 DATE 06-16-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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
cl) 187,000.00
(2) .00
(3) .00
(4) .00
c5) 21 , 302.72
(6) .00
(7) .00
(s)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
208,302.72
APPROVED DEDUCTIONS AND EXEMPTIONS: 28,092.20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10 e Liabilities/Liens (Schedule I) (10)
bt
/Mort
a
D 33 0.727 .54
. g
g
e
s
11. Total Deductions (11) 358.814.74
(12) 150,517.02-
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
Tax
t t
b3
t
t
S (14) 150,517.02-
14. o
e
u
ec
a
Net Value of Es
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 assess ed to date.
ASSESSMENT OF TAX:
•0 0
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 04 5 . .00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19 x Due
l T
i
P
i (19). .00
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PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1> NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~