HomeMy WebLinkAbout08-07-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DF DEDU,CTIQNS AND ASSESSMENT OF TAX
ANDREW C SHEELY
A C SHEELY ATTY
PO BOX 95
MECHANICSBURG
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PA 17055
~~ DATE 08-03-2009
ESTATE OF GURAL ELLEN G
DATE OF DEATH 12-27-2008
FILE NUMBER 21 09-0193
COUNTY CUMBERLAND
' ACN 101
APPEAL DATE: 10-02-2009
(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 ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GORAL ELLEN G FILE N0. 21 09-0193 ACN 101 DATE 08-03-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
KESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
c8) 10,026.19
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 10,8 03.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 159.040.86
11. Total Deductions C11) 169.844. 6
12. Net Value of Tax Return (12) 159,818.07-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) 159,818.07-
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 C16) .00 X 045 _ .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due 00
rev rornrr~. cly)= .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
C1)
00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c2) .00
c3) .00
c4) .00
c5) 10.026.19
c6) .00
c7) .00
TOTAL TAX CREDIT .00
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 51, 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.)