HomeMy WebLinkAbout02-07-11r,^;' ';~,~"` r,~~j ~~{~~: ~~ NOTICE OF INHERITANCE TAX p~nnsy~~/an)a ~
~`-~"'' ~~4P,R!R~CISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL Td1X'E"5' '~ /''- , q~ ,,.~1 :~
INHERITANCE TAX DIVISION i~'~"...~~''~'`"'' 8F DEDUCTIONS AND ASSESSMENT OF TAX REV-x547 EX AFP (12-10) r
PO BOX 280601
HARRISBURG PA 17128-0601 ,~.
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PAUL BRADFORD ORR
50 E HIGH ST
CARLISLE PA 17013
E 01-31-2011
ESTATE OF GOUSE DELL H
DATE OF DEATH 11-23-2009
FILE NUMBER 21 09-1119
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-01-2011
(See reverse side under Ol jections )
Amount 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 E- ______
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOUSE DELL HFILE N0.:21 09-1119 ACN: 101 DATE: O1-31-?011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 65, 000.00
c2) .00
c3) .00
c4) .00
c5) 16,236.71
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 81 , 236.71
c9) - 9 , 1 39 . 8
clo)- 38,218.29
11. Total Deductions C11) 47,358.12
12. Net Value of Tax Return X12) 33,878.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 33,878.59
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, lip, 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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3~ .878 ~9 x 045 = 1 , 524 .54
17. Amount of Line 14 at Sibling rate (17) _~ 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due ~ 19)'= 1 , 524.54
TAX CREDITS: '
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-24-2010 CD013704 15.60- 1,567.22
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,551.62
BALANCE OF TAX DUE 27.08CR
INTEREST AND PEN. .00
TOTAL DUE 27.08CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~
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