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HomeMy WebLinkAbout01-25-10BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ROBERT L KNUPP ESQ KNUPP LAW OFCS PO BOX 630 NOTICE OF_ INHERITANCE TAX pennsy van~a ~ APPpA'IS~ EI~T,.{'. ` ~©,y~tANCE OR DISALLOWANCE DEPARTMENT OF REVENUE `T ~ . _ ~.~ OF-~°D~i?UCT;IONS ACID ASSESSMENT OF TAX REV-1547 EX AFP c12-o9~ ZO 4 Q J~~ 2 ~} f- ~ 2' 2 l aRFN~P'`~ `~`~,~ ' ~ ~ ~ i ~' u ~ ~ ~~ 1~ ~~, HBG PA 17108 DATE 01-19-2010 ESTATE OF GOTSHALL DOROTHY M DATE OF DEATH 05-02-2009 FILE NUMBER 21 09-0449 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-20-2010 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE 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 ASSES SMENT OF TAX ESTATE OF: GOTSHALL DOROTHY MFILE N0.:21 09-0449 ACN: 101 DATE: 01-19-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 321,236.16 credit to your account, 0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) ' 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) 190,710.00 6. Jointly Owned Property (Schedule F) (6) 48,565.14 7. Transfers (Schedule G) (7) 41.94 8. Total Assets C8) 560 , 553.24 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 61.9 4 7.4 6 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,0 0 5.96 11. Total Deductions C11) 65, 953.42 12. Net Value of Tax Return C12) 494,599.82 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 494,599.82 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) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 494. 599.82 x 045 = 22,256.99 17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0 19. Principal Tax Due (19)= 22,256.99 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 07-27-2009 CD011530 1,112.85 21,144.17 TOTAL TAX PAYMENT 22,257.02 BALANCE OF TAX DUE .03CR INTEREST AND PEN. .00 TOTAL DUE .03CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.