HomeMy WebLinkAbout04-27-11~I-nr - -, y, TICE OF INHERITANCE TAX Pennsylvania ` ~''
BUREAU OF INDIVIDUAL TAXES _' -bPPRl11~4~~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX Drv1s1DN ` '" ': OF"~EglUCTIONS AND ASSESSMENT OF TAX ~~
PO BDX 280601 ~'``" ~ - ~- REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
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` '` `° t -- ~ DATE 04-11-2011
ESTATE OF GRAY LOUISE A
~~ r~" i~T DATE OF DEATH O 1 - 14 - 2010
~~''E;J'-~:j~~j r'~`;fi'~ FILE NUMBER 21 10-0137
('~~~~~ ~ ~~`~`- r'" F~, COUNTY CUMBERLAND
DAVID R GETZ -E'~~`" '' -"
ACN 101
508 N 2ND ST APPEAL DATE: 06-10-2011
P O B O X 8 4 5 ( See reverse side under Objections
HBG PA 17108-0845 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-- _
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRAY LOUISE AFILE N0.:21 10-0137 ACN: 101 DATE: 04-11-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure
proper
2. Stocks and Bonds (Schedule B) (2) 12,836.70 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
(8) 12.836.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 41ri 0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 415.00
12. Net Value of Tax Return (12) 12,421.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 853,051.81
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) .00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) R53.0~i7 .R1 x 045 = 38,387.33
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 3$,387.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-04-2010 CD013459 .00 37,828.35
02-08-2011 CD014000 .00 558.98
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-09-2011 TOTAL TAX PAYMENT 38,387.33
BALANCE OF TAX DUE .00
INTEREST AND PEN. 6.58
TDTAL DUE 6.58
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE E J
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.;
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