HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
~ARTMENT OF REVENUE
7t t,-_I ~~ ~; _
~'tJdT7CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL. TAXES ~ pppgAtSEf4~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ -- DF~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '"
HARRISBURG PA 17128-0601
REV-1547 EX AFP C06-05)
2~~~aE~-~ P~ 3' ~~ narE l.z-o1-2008
ESTATE OF G,4TES BRUCE L
~~~i~; ~ „;I_ DATE OF DEATH 1 L-29-2007
:~' `ft°'~,j ~~%J~~+jl FILE NUMBER 2:L 07-1107
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! ~~ ~ ''' -' ` COUNTY CIMBERLAND
AMY M MOYA C"' ACN 11] 1
S E LEDERER LAW OFC APPEAL DATE: 01-30-2009
4811 JONESTOWN RD 226 (See reverse side under Objections)
HBG PA 17109 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, P/~ 17013
CUT ALON_6 THIS LINE _ -1 R_ETA_IN LOWER POR_TION_ FOR YDUR RECORDS E- _ _______________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GATES BRUCE L FILE N0. 21 07-1107 A(;N 101 DATE 12-01-2008
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 10,8 66.96 credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 71 396.13
6. Jointly Owned Property (Schedule F) (6) 14 71 038.26
7. Transfers (Schedule G) C7) 537,984.91
8. Total Assets (g) 703,286.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 18,555.62
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24, 356.94
11. Total Deductions
C11)
42.91 6
12. Net Value of Tax Return (12) 660,373.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule „I) (13) .00
14. Net Value of Estate Subject to Tax (14) 660,373.70
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 C15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 660,37?i.70 X 045 = 29,716.82
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
19. Principal Tax Due (19)= 29,716.82
TAY CRGiITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
02-25-2008 (0009349 1,485.84 28,500.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 29,985.84
BALANCE OF T,AX DUE 269.02CR
INTEREST ANLI PEN. .00
TOTAL DUE 269.02CR
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~-~-.f,l
IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE y
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) "`