HomeMy WebLinkAbout01-08-10., .,,,.~.,~r.~~-:•. r i~~T'I OF INHERITANCE TAX Pennsylvania ~
'• '~-P~P~tdi3~E~f~IV , ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - ~• -
INHERITANCE TAX DIVISION r~!` J P~R: {A~~l'~CT:IONS AND ASSESSMENT OF TAX REV-1547 EX AFP Q2-09)
PO BOX 280601
HARRISBURG PA 17128-0601 p
2Q~~.~A~'8 `~ ~~ O~ DATE 01-04-2010
ESTATE OF RAMSEY GILBERT D
C~~~i~. ~~i=
4R~HA{~`~ ~v' -RT
STEPHEN D TILEY E
FREY 8~ TILEY
5 S HANOVER ST
CARLISLE PA 17013
DATE OF DEATH 04-20-2008
FILE NUMBER 21 08-0490
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-05-2010
(See reverse side under Objections)
Anount Reaitted~
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 ~
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RAMSEY GILBERT DFILE N0.:21 08-0490 ACN: 101 DATE: 01-04-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
•00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,782.16 credit to your account,
OQ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0tl tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 108,798.4$
6. Jointly Owned Property (Schedule F) (6) 354, 101 .00
7. Transfers (Schedule G) (7) 820,964.00
e. Total Assets Cs) 1.292,645.64
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 5.585.58
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 119.55
11. Total Deductions C11) 5,705.08
12. Net Value of Tax Return C1P) 1 , 286, 940.56
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,286,940.56
NOTE: If an assesswent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiHures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 1,286,940.56 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENIT .00
BALANCE OF TAX DpE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ///~~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.