HomeMy WebLinkAbout11-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE pF INHERITANCE TAX
-APPRAdSEMEI~T, ALLOWANCE OR DISALLOWANCE
'~~- OF-DE'DUCTLONS: AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
~±~t~ ~`f1z~ ~~ ~ ~~: ( 7 DATE 11-16-2009
ESTATE OF GOTTSHALL G A
'`r ~^ DATE OF DEATH 03-07-2008
^F ~~ ;nr FILE NUMBER 21 08-0311
V~,i. ~ f~ na
f COUNTY CUMBERLAND
ELIZABETH J GOLDSTEIN ' ACN 101
SUITE 202 APPEAL DATE: 01-15-2010
(See reverse side under Objections)
355 N 21ST STREET
CAMP HILL PA 17011 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GOTTSHALL G A FILE N0. 21 08-0311 ACN 101 DATE 11-16-2009
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) 120,055.66 NOTE: To insure proper
(2) ,00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) c3) .00 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) 61,580.65
6. Jointly Owned Property (Schedule F) c6) 117,500.00
7. Transfers (Schedule G) (7) .00
(g) 299, 136.31
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
5,878.20
(9)
clo) 20,437.00
cll) ~~.3)5-~n
c12) 272,821.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13) . 00
c14) 272,821.11
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
c15) • 00 X 00 = . 00
c16) 272,821.11 X 045 _ 12,276.95
c17) .00 X 12 .00
c1B) .00 X 15 .00
c19)= 12,276.95
IAA I.RCLl IJ"
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-02-2008 (0009820 289.47 5,500.00
06-05-2009 (0011324 .00 6,478.48
INTEREST IS CHARGED THROUGH 12-01-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 12,267.95
BALANCE OF TAX DUE 9.00
INTEREST AND PEN. 168.76
TOTAL DUE 177.76
* 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" (CR), YOU MAY BE DUE ..n
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)