HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAIS$MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION OF DEDU',CTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
"~' ~°~ ~~~j ~~ ~{~{ DATE 08-18-2008
f_ t ~ .1 ~~, ~- v
ESTATE OF GAVENAS WILLIAM A
DATE OF DEATH 11-30-2005
~,li* ._i
Q~~', A ~ ;h,r.`r~~- FILE NUMBER 21 06-0778
MARYLISA GAVENAS ~L~4' ,'~.,~~-~ COUNTY CUMBERLAND
ACN 101
APT 6E APPEAL DATE: 10-17-2008
320 W 56TH ST (See reverse side under Objections)
NEW YORK NY 10019 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 PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GAVENAS WILLIAM A FILE N0. 21 06-0778 ACN 101 DATE 08-18-2008
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) .0 0 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) 20.720.55
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (e) 20,720.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 3,734.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16.508.60
11. Total Deductions
C11) 20.
24.13
12. Net Value of Tax Return (12) 477.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 4 77.4 2
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 (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 477.42 X 045 = 21 .48
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due
(19)=
21.48
rsx rornrrc.
PA MENT
DATE RECE T
NUMBER DIS OUNT +)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-02-2008 (0009836 2.86- 25.48
IuiAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
22.62
1.14CR
.00
1.14CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN B1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)