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HomeMy WebLinkAbout12-10-10~- . .. ' `~. NOTICE OF INHERITANCE TAX pennsylvan~a ~. ~ ~~~~~:~!rc ~ ~LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES _ ~- INHERITANCE TAX DIVISION `~`~'~EfD~U~,1T}I;OMIS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) PO BOX 280601 ~~~~-~`~! ~- ~ `tJr ~.'i'«.e,'J HARRISBURG PA 17128-0601 ~~t~~~C ~ Q a~ ~~; i ~" DATE 12-06-2010 ESTATE OF GRAY LOUISE A CL~~~ Q~ DATE OF DEATH 01-14-2010 OR~~A~,~ ~~~ j~~ F I L E N U M B E R 21 10 - 013 7 . ~~~~ ,, `.,;~~,I~ i (] CUrI~~! ~s DAVID R GETZ ES ~~ COUNTY CUMBERLAND ., . .-~ . Q . ACN 101 PO BOX 845 APPEAL DATE: 02-04-2011 5 0 8 N 2 N D S T (See reverse side under Objections ) HBG PA 17108-0845 Amount Remitted 1 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 ~ --------------------------------------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE ---------------------------------------- TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: GRAY LOUISE AFILE N0 .:21 10-0137 ACN: 101 DATE: 12-06-2010 TAX RETURN WAS: (X) ACCEPTE D 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) 727, 398.94 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) •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) 125, 776.30 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets c8) 853, 175.24 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 9,5 38.4 6 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,0 0 6.6 7 11. Total Deductions C11) 12,545.13 12. Net Value of Tax Return C12) 840,630.11 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 840,630.11 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) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 840.630.11 x 045 = 37,828.35 17. Amount of Line 14 at Sibling rate (17) .0 n 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)= 37,828.35 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 10-04-2010 CD013459 .00 37,828.35 TOTAL TAX PAYMENT 37,g2g,35 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. c