HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;r ~~ ~, ~ )~- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~..,gppRAjI~~M~I~~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '~-('" is t ::.: Of p~iDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 :....4.=..; : ~.. v,~ ;t;I n ,.
HARRISBURG PA 17128-0601 •,
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DOMINICK S GORA ~~~~~'~~~~~ ~ `~~~'~ ~~~~~
1646 W LISBURN RD '
MECHANICSBURG PA 17055
REV-1547 EX AFP CO1-09)
DATE 07-20-2009
ESTATE OF GORA IRENE M
DATE OF DEATH 02-14-2008
FILE NUMBER 21 08-0296
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GORA IRENE M FILE N0. 21 08-0296 ACN 101 DATE 07-20-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 43, 658.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 5,7 6 9.7 3 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 0 0.0 0
6. Jointly Owned Property (Schedule F) C6) 1 , 148.33
7. Transfers (Schedule G) (7) 37, 658.00
8. Total Assets C8) 88, 934.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,073.28
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8 55.12
11 . Total Deductions C11) 8 . 9?8 _ 40
12. Net Value of Tax Return C12) 80, 005.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 80,005.66
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) 80, 005.66 X 045 = 3, 600 .25
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •0 0 X 15 _ .0 0
19. Principal Tax Due (19)= 3, 600 .25
TAY ~'DCTTTQ.
A MENT
DATE R C PT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-25-2009 CD010947 60.00- 3,660.25
07-13-2009 SBADJUST .00 .11
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,600.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)