HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
FF DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _~{~ rN~~~aJA~Pt'RA3~EMENTE ALLOWANCETORCDISALLOWANCE
INHERITANCE TAX DIVISION ,
PO BOX 280601 rVL+' { Op ~ElI7UCTI0NS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~~ .~ivsi J~
REV-1547 EX AFP C06-05)
~~~8 JU~ ~ ~ PM 1' ~4 DATE 06-23-2008
ESTATE OF GOTTSHALL GEORGE
DATE OF DEATH 12-30-2006
~~,~ ~~ FILE NUMBER 21 07-0145
ROBERT CLOFINE ES~~~{~,~ ~., FAA COUNTY CUMBERLAND
ACN 101
120 PINE GROVE COMMONS APPEAL DATE: 08-22-2008
YORK PA 17403 (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 ALON_6 THIS LINE _ ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GOTTSHALL GEORGE FILE N0. 21 07-0145 ACN 101 DATE 06-23-2008
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 21,90 2.38
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 136,641.05
8. Total Assets (g) 158,543.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 12,569.55
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.8 29.12
11. Total Deductions (11) 17.398.67
12. Net Value of Tax Return C1P) 141,144.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 141,144.76
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:
15. Amount of Line 14 at Spousal rate (19) 23,570.14 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 117,574.62 X 045 = 5,290.86
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 5,290.86
rex rornTrc.
PAYM N
DATE REC IPT
NUMBER DISC NT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-05-2007 CD008791 .00 4,235.22
03-28-2008 CD009474 39.17- 1,094.81
06-16-2008 SBADJUST .00 4.57
TOTAL TAX CREDIT 5,290.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. t
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.)