HomeMy WebLinkAbout06-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHEkITANGE TAX
~LLOWANCE OR DISALLOWANCE
~~ ''~~'~' ~~`p~~~~~T^ONS AND ASSESSMENT OF TAX
~ ~;
GLERK a~
aR~~v'S C~aURT
MARK W ALLSHOUSE ~~~RU~~u ~`,~„ PA
4833 SPRING RD
SHERMANS DALE PA 17090
:~,
pennsylvan~a - .t
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 05-30-2011
ESTATE OF GANTZ WALTER H
DATE OF DEATH 05-28-2010
FILE NUMBER 21 10-0615
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-29-2011
(See reverse side under Objections )
Amount Remitted
MAKE REGISTERA OF WI A gD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN LOWER PORTION FOR
_____ YOUR-RECORDS E~ _
-- ------
- _________________
CUT ALONG THIS LINE--___ ~ _____________________
OF INHERI
R CE
O
A OR
REV-1547 EX AFP C12-10~ NOTICE
EDUCTIONS AND
DISALLOWANCE OF D TAX
OF
ASSESSMENT 05-30-2011
E
pCN: 101
WALTER HFILE N0.:21 10-0615 :
DAT
ESTATE OF: GANTZ
CEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
TAX RETURN WAS: C ) AC
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
, 000.00
l) 806
NOTE: To ensure proper
1. Real Estate (Schedule A) c
_
214,881.61
C2) - credit to your account,
upper portion
th
2. Stocks and Bonds (Schedule B)
c3) '~ ~
e
submit
of this form with your
Closely Held Stock/Partnership Interest (Schedule C)
3 .0 0 tax payment.
.
4. Mortgages/Notes Receivable (Schedule D) C4)
121, , 542.41
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
5 C6~ ,Q 0
.
intly Owned Property (Schedule F)
J 240,580.27
o
6. C7?
7. Transfers (Schedule G) cg) 1 , 383. 004.20
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 2b,71A. 9
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
9 1U) 5,10 7.24
.
Debts/Mortgage Liabilities/Liens (Schedule I)
10 C 31 , 825.83
. C11)
1 , 351 , 178.40
11 . Total Deductions C12) 281 , 388.13
12. Net Value of Tax Return
vernmental Bequests; Non-elected 9113 Trusts
/G (13)
(Schedule J)
4) 1,0 6 9,7 9 0.2 7
o
13. Charitable (1
14. Net Value of Estate Subject to Tax 1
15 and/or 16, 7, 18 and 19 will
lines
NOTE: If an assessment was issued previously,
L
14,
eturns assessed to date.
that include the total of AL r
reflect figures
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS : DISCOUNT (+)
PAYMENT RECEIPT
DATE NUMBER INTEREST/PEN PAID C-)
CD013244 63.16
08-24-2010 CD013756 .00
12-08-2010
1,200.00
258.00
TOTAL TAX PAYMENT 1,521.16
BALANCE OF TAX DUE 3.16CR
INTEREST AND PEN. .00
TOTAL DUE 3.16CR
059,390.27 X 00 =
1 .00
,
c15)
~ x 045 =
Ono 18.00
.
c16)
01L x 12 = . 0 0
.
c17)
10,000.00 X 15 =
1,500.00
c18) c19)= 1,518.00
AMOUNT' PAID
* 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.
:EV-1470 EX (01-10)
nns Lvania
pe y UE
DEPARTMENT OF REVEN
:. _ ...
BUREAU OF INDIVIDUAL TAXES
PO Box 280 ~ 1 _ 0
I
DECEDENT'S NAME Water H. Gantt
INHERITANCE TAX
EXPLANATION
OF CHANGES
REVIEWED BY gi~~ Lyons
EXPLANATION OF CHANGES
ITEM
SCHEDULE NO.
estate is deferring the tax on the trust.
The
FILE NUMBER
2110-0615
101
Page
ROW