HomeMy WebLinkAbout06-13-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
+. ,~ t.., ,, ...NOTICE OF INHERITANCE TAX
~ igP4?~tAI`S,EMENT, ALLOWANCE OR DISALLOWANCE
~, OR IXG~.IULTIONS AND ASSESSMENT OF TAX
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SEAN M SHULTZ ESQ Ci~ Ij5'ir?`"'' r';," "r;~ ~~',r;'.. Pr~
KNIGHT & ASSOCS
11 ROADWAY DR STE B
CARLISLE PA 17015
REY-1547 EX AFP (06-05)
DATE 06-09-2008
ESTATE OF GILGA INGRID L
DATE OF DEATH 11-24-2005
FILE NUMBER 21 05-1050
COUNTY CUMBERLAND
ACN 101
APPEAL D~4TE: 08-08-2008
(See reverse :tide under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS t-- --------------
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) CHAIVGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00
credit to your account,
DO submit the upper portion
3. Closely Held Stack/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 32,614.30
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 432, 614.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
20,925.55
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 115,873.03
11. Total Deductions (11) 37,798.58
12. Net Value of Tax Return C12) 394,815.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 394,815.72
NOTE: If an assessment was issued previously, l ines 14, 15 anti/or 16, 17, 18 and 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) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .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. Principal Tax Due (19)= 59,222.36
TAY f QCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-24-2006 CD006365 2,026.32 313,500.00
08-09-2006 CD007075 .DO 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
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL LIUE 20,985.06
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~~
A REFUND. SEE REVERSE SIDE', OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG- PA 17128-0601
Ingrid L. Gilga
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2105-1050
REVIEWED BY 101
John Kealy
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
E 3 Adjusted to $130,500.
The Commonwealth's value was determined by the averac~ing 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.
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