HomeMy WebLinkAbout07-30-10_,. .. ,- ,,, .- NOTICE OF INHERITANCE TAX pennsylvan~a ~
~' ~'~~ ~CPF~2~1r~$EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA)C~S, hh
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INHERITANCE TAX DIVISION - ~ dt; DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP t12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~:~'° ~~ _ u~ C"~` ~' ~ DATE 07-26-2010
ESTATE OF GALLAGHER JAMES E
r". -~.;°,;' i^~ DATE OF DEATH 03-22-2009
~~ ~,,; ~~~' ;~T FILE NUMBER 21 09-0609
~~ ~ `~''' COUNTY CUMBERLAND
SEAN M SH~`TZ ~ ~ °
ACN 101
4 IRVINE ROW APPEAL DATE: 09-24-2010
C A R L I S L E P A 17 013 ( 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 0F: GALLAGHER JAMES EFILE N0.:21 09-0609 ACN: 101
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OR
DATE: 07-26-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 92,536.44 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,014.3 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 96 , 550.74
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7.15 7.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 110,886.75
11. Total Deductions C11) 118, 044.15
12. Net Value of Tax Return C12) 21 , 493.41-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 21 , 493.41 -
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) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .0 0
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 (18) •0 0 X 15 = .00
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE •00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.~~~
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