HomeMy WebLinkAbout12-27-10~-„ T,- E OF INHERITANCE TAX
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INHERITANCE TAX DIVISION ~~~~i~~..Fri~L.:~~±t.~ION$ AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 12-20-2010
ESTATE OF GINGERICH SHIRLEY A
DATE OF DEATH 01-14-2010
FILE NUMBER 21 10-0110
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --- RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: GINGERICH SHIRLEY AFILE N0.:21 10-0110 ACN: 101 DATE: 12-20-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 N07E: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 192, 660.12
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 192, b60 . 12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17.617.5$
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13, 778.28
11 . Total Deductions C11) 31 , 395 . 8b
12. Net Value of Tax Return (12) 1b1,2b4.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 161 , 264 .26
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 C16) 179.011 .41 x 045 = 5,805.51
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 32,252.85 X 15 = 4,837.93
19. Principal Tax Due C19)= 10,643.44
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-09-2010 CD012595 513.16 9,750.00
10-12-2010 CD013492 .00 893.44
TOTAL TAX PAYMENT 11,156.60
BALANCE OF TAX DUE 513.16CR
INTEREST AND PEN. .00
TOTAL DUE 513.16CR
* 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.