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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTIC~~ OF INHERITANCE TAX
~:'~"(~~P~~A;T,,~`EI~!~~1*j~" ALLOWANCE OR DISALLOWANCE
OF-• DED,l1~T•I,ONS AND ASSESSMENT OF TAX
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BRADFORD DORRANCE ~ ~r, `' ~ '-
210 WALNUT ST
PO BOX 11963
HARRISBURG PA 17108
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-24-2010
ESTATE OF GORDON CATHERINE H
DATE OF DEATH 12-23-2008
FILE NUMBER 21 08-1168
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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 ~ -
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GORDON CATHERINE HFILE N0.:21 08-1168 ACN: 101 ------------------
OR
DATE: 05-24-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 61, 133.38 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 5 4 9.5 3 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) 3,08 6.5 9
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 64 , 769 .50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15,4 5 9.0 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 28,677.47
11. Total Deductions C11) 44, 136.65
12. Net Value of Tax Return C12) 20,632.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 20,632.85
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 20.632.85 x 045 = 928.48
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 928.48
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-20-2010 (0012265 14.64- 1,195.49
TOTAL TAX PAYMENT 1,180.85
BALANCE OF TAX DUE 252.37CR
INTEREST AND PEN. .00
TOTAL DUE 252.37CR
* 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~j/~
REV-1470 EX (07-70)
• by ~
~ pennsylvan~a INHERITANCE TAX
' DEPARTMENT OF REVENUE
.. EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Catherine H. Gordon 2108-1168
REVIEWED BY ACN
Sheila Megonnell 101
ITEM ---
SCHEDULE NO, EXPLANATION OF CHANGES
F 1 The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 03/16/2009 under ACN 08164136.
F I 2
The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 03/09/2009 under ACN 08164135.
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