HomeMy WebLinkAbout10-15-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAKES r_ ~.r~t-RRRj~,--IS~~IENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION (~f 'DE=RUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-
HARRISBURG PA 17128-0601
~ ~ ~ ~ ~~ ~ ~r a ,-- . ~ ,
!,
~, ~ i' ;~
STEPHANIE KI~~`,~;INF~.ElT~R '~
STE 400
635 N 12TH ST
LEMOYNE PA 17043
pe~nnsylvania ~
DEPARTMENT OF REVENUE
REiV-1547 EiX AFP (12-09)
DATE 10-11-2010
ESTATE OF GUTSHALL DAVID A
DATE OF DEATH 01-02-2010
FILE NUMBER 21 10-0062
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-10-2010
(See reverse side under O~-jections
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 E--
--------------------------------------------------------------------------
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE:
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GUTSHALL DAVID AFILE N0.:21 10-0062 ACN: 101
-----------------
OR
DATE: 10-11-2010
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) 20, 188.38 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
t3) 44 403.52
' 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) 10,250.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets (8) 74 , 841.90
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,24 9.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,6 24.6 5
11. Total Deductions (11) 20,874.40
12. Net Value of lax Return C12) 53, 967.50
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 53, 967 .50
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) 53,967.50 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19-~= .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.
--~
~~~