HomeMy WebLinkAbout11-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APP~A~S~T._="',~~i~ANCE OR DISALLOWANCE
0~;;;DEI~kICTIOI~~,`~/~,`I~D ASSESSMENT OF TAX
~OIO~iV~"V P~ 2~ 3J
~~~~Si'~ ~!~
~}RPHAI~`S ~UiJ~T
ANDREW H SHAW
STE 11
200 S SPRING GARDEN S
CARLISLE PA 17013
ri,~,
pennsylvania ~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 11-01-2010
ESTATE OF GARLING SR RAYMOND J
DATE OF DEATH 05-20-2010
FILE NUMBER 21 10-0619
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-31-2010
(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 4~-
--------------------
-----------------
------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GARLING SR RAYMOND JFILE N0.:21 10-0619 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest tSchedule C) (3) .0 0 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) t5) 34 0.9 3
6. Jointly Owned Property (Schedule F) (6) lb, 101 .55
7. Transfers (Schedule G) (7) .0 0
s. Total Assets c8) 16 , 442.. 48
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7,6 5 6.2 0
10. Debts/Mortgage LiabilitieslLiens (Schedule I) C10) 4,6 8 6.7 0
(11) 12,342.90
11. Total Deductions 099.58
4
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 4,099.58
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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) 4 , (]99.58 x 045 = 184 .48
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1$4.48
TAY CRFTITTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
0$-20-2010 CD013238 9.22 175.26
TOTAL TAX PAYMENT 184.48
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.