HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDUAL'TAXLS_ A'P,PR~A-ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX nrv1S1oN Q.~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~'•• '- _ ' ~.~.:'
HARRISBURG PA 17128-0601
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CARLISLE PA 17013
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DEPARTMENT OF REVENUE '•
REV-1547 EX AFP C12-09)
DATE 09-20-2010
ESTATE OF GILLESPIE DOROTHEA M
DATE OF DEATH 04-04-2010
FILE NUMBER 21 10-0646
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(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- ~ -- --------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX
APPRAISEM
ENT, ALLOWANCE ---
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: GILLESPIE DOROTHEA MFILE N0.:21 10-0646 ACN: 101 DATE: 09-20-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 121.2 0
6. Jointly Owned Property (Schedule F) (6) 34, 018.03
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 34 , 139 .23
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4.0 6 3.2 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9 7 8.39
11. Total Deductions (11) 5, 041.62
12. Net Value of Tax Return (12) 29, 097.61
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 29, 097.61
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 x 00 = .00
(16) ?9.097.61 x 045 = 1 , 309.39
(18) .00 X 15 = .00
c19)= 1,309.39
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-25-2010 CD012983 45.09 856.73
06-25-2010 CD012984 20.38 387.19
TOTAL TAX PAYMENT 1,309.39
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.