HomeMy WebLinkAbout09-10-10~^ -~,•~~~~ r,Q~-,~~W ITANCE TAX
APPRAI~ ~, Js-L'?i E OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~' ~"'' b ~t1! ~' ASSESSMENT OF TAX
INHERITANCE TAX DIVISION OF ~~~~ ~ L,~
PO BOX 280601
HARRISBURG PA 17126-0601
BRADFORD DORRANCE ESQ
210 WALNUT ST
PO BOX 11963
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
2~~0SEP !a A~lI~ ~~ATE 08-30-2010
ESTATE OF GORDON CATHERINE H
Cr1,.G1~i(~ Q~ DATE OF DEATH 12-23-2008
~~~~~ C~R~ FILE NUMBER 21 08-1168
~~~~~~~ ~~., PA. COUNTY CUMBERLAND
HBG PA 17108
ACN 101
APPEAL DATE: 10-29-2010
(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: 08-30-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED 0N: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •~ 0 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) C3) •~ ~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) .0 0
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) .0 0
12. Net Value of Tax Return (12) .0 0
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ?0.632 _ SS x 045 = 928.48
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) .0 0 X 15 = .0 0
19. Principal Tax Due (19 )= 928.48
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-20-2010 CD012265 14.64- 1,195.49
06-09-2010 CD012882 .00 467.34
TOTAL TAX PAYMENT 1,648.19
BALANCE OF TAX DUE 719.71CR
INTEREST AND PEN. .00
TOTAL DUE 719.71CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10) a ~
•
~ enns lvan~a INHERITANCE TAX
P Y
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FILE NUMBER
Catherine H. Gordon 2108-1168
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Forwarded to Post Assessment Review Unit in reference to the reduction to Schedule "I".
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