HomeMy WebLinkAbout03-25-11p NOTICE OF INHERITANCE TAX pennsyLvania ~ ~
BUREAU OF INDIVIDUALF'~ ~' '-'' ;:.A~~R ~iSEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ ~ ~ ~j'-'~
-0 DEDUCTIONS AND ASSESSMENT OF TAX -
PO BOX 280601 i i (~ REV-1547 EX AFP C12-10)
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HARRISBURG PA 17128-0601 ~'~ '- '' . ~~+
~- -- DATE 03-21 -2011
`- i iwwpl~'`~ ~~ ~,~`~ ESTATE OF GOTSHALL DOROTHY M
DATE OF DEATH 05-02-2009
CLE~~ ~'~ FILE NUMBER 21 09-0449
RPNA~?~~ tr,,~~PT COUNTY CUMBERLAND
R O B E R T L ~ ~~ ~ ~,-~ r~-~ ~~ spa ACN 101
407 N FRON ST APPEAL DATE: 05-20-2011
P O BOX 6 3 0 ( See reverse side under Objections )
HARRISBURG PA 17108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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: GOTSHALL DOROTHY MFILE N0.:21 09-0449 ACN: 101 DATE: 03-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 15, 200.00
6. Jointly Dwned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) _ 15,200.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) .0 0
12. Net Value of Tax Return (12) 15,200.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 509,799.82
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) S09 . 799 . S x 045 = 22, 940.99
17. Amount of Line 14 at Sibling rate (17) 0 0 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)= 22, 940.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-27-2009 CD011530 1,112.85 21,144.17
12-14-2010 CD013796 23.70- 708.94
TOTAL TAX PAYMENT 22,942.26
BALANCE OF TAX DUE 1.27CR
INTEREST AND PEN. .00
TOTAL DUE 1.27CR
* 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.
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