HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX Pennsylvania ~ :
BUREAU OF INDIVIDUAL TAXES RAISEMENT,'~C~:.OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION U DEPARTMENT OF REVENUE
' OF DEDUCTIt~,NS,'AND ASSESSMENT OF TAX
PO BOX 280601 ~ _ REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601 `- '- ''
_~_ ~ ~ y DATE 01-25-2011
ESTA TE OF GIBNEY J ROBERT
,~~ ~ ~,{, ,_.,.~ DATE OF DEATH O 1- 20 - 2010
`-' '~ ''" FILE NUMBER 21 10-0132
~' '' '- '" " COUN
ROGER B IRWIN ESQ (~;
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`'_` '-%% TY CUMBERLAND
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. ACN
60 W POMPRET ST
101
C A R L I S L E P A 17 013 APPEAL DATE: 03-26-2011
(See reverse side under Objections
Amou nt Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F-~-
_
_
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GIBNEY J ROBERT FILE N0.:21 10-0132 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILE D C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 302, 000
00
2. Stocks and Bonds (Schedule B) .
C2) 721 , 130.37 NOTE: To ensure proper
credit to
your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) .
(5) 5 0 0.0 0 tax payment.
6. Jointly Owned Property (Schedule F) C6) 54, 381.90
7. Transfers (Schedule G) C7) 961 , 902.80
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 2,039,915 07
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7 ,~8 4 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) _ 3.8 8 5 5 6
11. Total Deductions
12. Net Value of Tax Return cll) 79, 070.99
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t
(
1,
960,844.08
s
s
14. Net Value of Estate Subject to Tax Schedule J) C13) .0 0
c14) 1,960,844.08
NOTE: If an assessment was issued previously,
lines
14, 15 and/or 16
17
18
reflect figures that include the total of ALL
ASS ,
,
and 19 will
returns assessed to dat
ESSMENT OF TAX: e.
15. Amount of Line 14 at Spousal rate C15) 0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .
X
1
960
84 • 00
17. Amount of Line 14 at Sibling rate .
,
4 08 x 045 = 88 ~
237.98
c17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18) nn x 12 =
.0 0
15 - .00
19. Principal Tax Due X
- .0 0
TAX CREDITS:
C19)=
88, 237.98
PAYMENT REC
EIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-19-2010 CD012633 3
578
95
11-17-2010 CD013662 ,
. 68,000.00
.11- 16,659.14
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-18-2010 TOTAL TAX PAYMENT
88,237.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. 51.20
TOTAL DUE 51.20
* 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. n
_ _ n'~