HomeMy WebLinkAbout05-21-10__ A,. .- ,- «, #Of~IC~- OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Al?pt~!-.~'SEM~~r~~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _~~- -: ,QiF•~ D~D'Uf~.~~ONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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HUBERT X GILROY ~'~'~ii {._' ~i4,~' `'` " ~~"
MARTSON LAW OFFICES
10 EAST HIGH ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-17-2010
ESTATE OF GURLEY BEVERLY S
DATE OF DEATH 05-08-2009
FILE NUMBER 21 09-0470
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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: GURLEY BEVERLY SFILE N0.:21 09-0470 ACN: 101
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OR
DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 112, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .O 0 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) 6,8 36.0 6
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 118 , 836.06
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 2 3.4 4 0.2 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3 9 6.7 6
11. Total Deductions C11) 23,837.04
12. Net Value of Tax Return C12) 94, 999.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 94,999.02
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 94.999.02 x 045 = 4,274.96
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 C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 4,274.96
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-29-2009 CD012156 .00 4,274.96
TOTAL TAX PAYMENT 4,274.96
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.