HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,, rr ~ ~ ~,tNdTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES *~ t~h~'P,RA~,SEhyENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ^!C `r s ^.O4F •~.lED11GTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-, ~~.)',,; , ;.~. e ~
HARRISBURG PA 17128-0601 `^`-•~
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GARY L JAMES ESQ ~~~!~^`-~ ^ ~' `•~ ``-~~"
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN PA 17036
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG 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 GENS ROBERT D FILE N0. 21 07-1096 ACN 101 DATE 11-03-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3 0,4 84.89
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 2,247,615.65
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,278,100.54
APPROVED DEDUCTIONS AND EXEMPTIONS: 39,155.89
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1 0.611.00
11. Total Deductions (11) 49.766.89
(12) 2,228,333.65
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
t to Tax
bj
t
t
S
E (14) 2,228,333.65
14. u
ec
e
s
a
Net Value of
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:
227,204.61
00
.00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2, 001, 129.04 X 045 = 90, 050 .81
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) •00 X 15 = .00
i
l
P
i T Due (19)= 90,050.81
19. pa
r
nc ax
IMA V1~GYL, w.
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+3
INTEREST/PEN PAID C-)
AMOUNT PAID
01-23-2008 CD009213 ~ 2,657.89 50,500.00
07-28-2008 CD010068~/ .00 36,892.92
REV-1547 EX AFP C06-05)
DATE 11-03-2008
ESTATE OF GENS ROBERT D
DATE OF DEATH 10-28-2007
FILE NUMBER 21 07-1096
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-02-2009
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 90,050.81
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 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e RGFiINn_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)