HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES
APP.R~4I,SEMEI+IT-~,r~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE +
INHERITANCE TAX DIVISION ~ '' OF DEDU~T;~~NS AND ASSESSMENT OF TAX
PO BOX 280601 _ ~ n REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601 ~' ~ _ _. _..+'
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~~ m~ DATE 01-25-2011
_ ~ `~'~ ~ ',,~ `- ESTATE OF GORNIK DOROTHY
DATE OF DEATH 08-06-2010
''v~_r.=..~ir`~ ..,~-~ FILE NUMBER 21 10-0834
~~,~,.~' `~~ ~ l~ i COUNTY CUMBERLAND
COLENE M GORNIK ~, ~~ =r --~-~i ,, ~ ACN 101
7 CIRCLE DR ~` 'i ~ ~ ~_,, ;-;'
APPEAL DATE: 03-26-2011
WYOMING P A 18 6 4 4 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GORNIK DOROTHY FILE N0.:21 10-0834 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 125, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Q Q credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 75, 785.20
6. Jointly Owned Property (Schedule F) C6) 77,894.53
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
c8) 278.679.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 8,4 7 6.~f1
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 41.6 8
11. Total Deductions (11) 8,518.18
12. Net Value of Tax Return (12) 270, 161 .55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 270, 161 .55
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 C16) ?70.1 61 ~~ X 045 = 12, 157.26
17. Amount of Line 14 at Sibling rate C17) 0 0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = •0 0
19. Principal Tax Due .0 0
c19)= 12, 157.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-02-2010 CD013736 .00 5,625.00
12-02-2010 CD013735 .00 6,532.2b
TOTAL TAX PAYMENT 12,157.26
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.