HomeMy WebLinkAbout05-17-10NOTICE~,.OF ~.N.HERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISE'1!r,El,~'iE,'~1ILJ~:°Oi~AYV~,~" OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEI1~lG'~`~EI~FS AF(TJ) ~I4SSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ` °" `"' ' "
HARRISBURG PA 17128-0601
~~~~~~ (~ ~'~, ~=D~E 05-10-2010
ESTATE OF GAYMAN C L
r DATE OF DEATH 09-05-2009
~~~~ ~~ r`} rFILE NUMBER 21 09-0896
/~o~~~~,~~~~ c~;~~
JOEL R ZULLINGER t~i~~~~i"''`~~~~ ;"'`'L[) ~~~~' ~jOUNTY CUMBERLAND
ACN 101
ZULLINGER DAVIS PC APPEAL DATE: 07-09-2010
14 N MAIN ST STE 200 (See reverse side under Objections)
CHAMBERSBURG PA 17201 Amount Remitte d-
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 +- - ---------------
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GAYMAN C LFILE N0.:21 09-0896 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 175, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3 7,273.64 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 5,198.8 3
6. Jointly Owned Property (Schedule F) C6) 56,468.11
7. Transfers (Schedule G) (7) 3,270.53
8. Total Assets (8) 277 , 211.11
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 1_8.4 23.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,2 08.44
11. Total Deductions (11) 20,631.78
12. Net Value of Tax Return (12) 256,579.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) [13) .00
14. Net Value of Estate Subject to Tax (14) 256,579.33
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) • 00 x
C16) 6.F79.~ X
c17J _ oo x
cls) • 00 x
00 = .00
045 = 11,546.07
12 = .00
15 = .00
c19)= 11,546.07
AMOUNT PAID
P DATET I NUMBER I INTEREST/PEN PAID C-)
12-01-2009 (0012067 577.30 10,968.77
TOTAL TAX PAYMENT 11,546.07
BALANCE OF TAX DUE .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. ~.1~