HomeMy WebLinkAbout11-30-09ern ,,.•~ ,vF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES -~~+~'~ ~•~.%~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~"~~ DEPARTMENT OF REVENUE
Po 80X 280601 #j~t.~18~t~~DIA,.ICINS AND ASSESSMENT OF TAX REV-1547 IX AFP uo-a9)
HARRISBURG PA 17128-0601
2009 NOY 30 AM 1 I ~ 55
CLERfC Q~'
ORPHAN`S COURT
MARK A MATEYA ESp C~~4~~~~~-~~''~~ r~•, PA,
MATEYA LAW FIRM
PO BOX 127
BOILING SPRINGS PA 17007
DATE 11-23-2009
ESTATE OF GORDON FLORENCE J
DATE OF DEATH 07-23-2005
FILE NUMBER 21 05-0916
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-22-2010
(See reverse side under Objections)
Amount Reuitted
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 F
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REV-1547 EX AFP (10-09~ NOTICE OF INHERITANCE TAX APPRAISEME
NT, ALLOWANCE _
_
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GORDON FLORENCE JFILE N0.:21 05-0916 ACN: 101 DA
TE: 11-23-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETUR
N BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
C1)
2. Stocks and Bonds (Schedule B) .00
NOTE: To ensure proper
C2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .QQ
.00 credit to your account,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
.00 tax payment.
6. Jointly Owned Property (Schedule F)
(6)_
7. Transfers (Schedule G) .00
C7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cy) 32,962.48
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C10) 39.64 2 7
11. Total Deductions
12.
Net Value of Tax Return
C11) 72, 604.75
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t 3~ 72,604.75-
14. Net Value of Estate Subject to T s
s (Schedule J) C1 ~~
NOTE: ax
if an assess~ent was issued previously,
lines C14) _ 79,60 7~-
14
15
reflect figures that include the total
of ALL ,
and/or 16, 17, 18 a nd 19 will
ASSESSMENT OF TAX: returns assessed to date.
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 00 X 00 = 00
17. Amount of Line 14 at Sibling rate n X 045 = . 00
18.
Amount of Line 14 taxable at Collateral/Class B r n7)
t nn x 12 = .00
19. a
Principal Tax Due e C18) .00 X 15 =
.00
TAX CREDITS: C19)° .00
LISGOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE I .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.