HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF D~I~UCTI'QFr$r`~~~T~/~•S~ESSMENT OF TAX REV-1547 EX AFP (12-09)
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HARRISBURG PA 17128-0601 ~f a n
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DATE 05-10-2010
~~~~ ~ t ~ "~ ~~ ~~Er, GATE OF GAENZLE JACK D
DATE OF DEATH 05-06-2009
FILE NUMBER 21 09-0479
~~-~~~~ ~~~ COUNTY CUMBERLAND
GREGORY R REED ESQ CFP}~;~.`°~~ C.r~;;~'iTACN 101
3120 PARKVIEW LN~,,~' -F-~~''_' ;i; `~~' ~~ APPEAL DATE: 07-09-2010
H B G P A 17111 (See reverse side under Objections )
Amount Remftted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ __________ __
REV-1547 EX AFP (12-09 NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GAENZLE JACK DFILE N0.:21 09-0479 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 151,738.96 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,093,345.57
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 45, 000.00
8. Total Assets (B) 1 , 290 , 084 .53
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 25.8 4 0.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 25,840.50
12. Net Value of Tax Return (12) 1,264,244.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,264,244.03
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1.764. 44.0 x 045 = 56,890.98
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 56,890.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
OS-03-2009 CD011558 2,368.42 45,000.00
12-10-2009 CD012085 .00 9,640.9$
TOTAL TAX PAYMENT 57,009.40
BALANCE OF TAX DUE 118.42CR
INTEREST AND PEN. .00
TOTAL DUE 118.42CR
~ 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. ~~ 1