HomeMy WebLinkAbout07-29-11NOCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES ~~-`~' `/~P~R/R'#9f,F~M , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~[= V ~ 6F~D7?•pIU~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 `' """~~
HARRISBURG PA 17128-0601
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ORPHAN'S COURT
LINUS E FENICL~I~M~Eri-'~tN~1 ~'~~ PA
2331 MARKET ST
CAMP HILL PA 17011
Pennsylvania ~ i~~~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF GATES JR CARL N
DATE OF DEATH 02-13-2011
FILE NUMBER 21 11-0247
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(See reverse side under Objeetions)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ----~--) --RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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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: GATES JR CARL NFILE N0.:21 11-0247 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00
(2)
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 63,503.64
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 63,503.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.591.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12,324.53
11. Total Deductions C11) 20,916.03
12. Net Value of Tax Return C12) 42,587.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 42,587.61
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 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 14.195.87 X 12 = 1,703.50
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 28,391.74 X 15 - 4,258.76
19. Principal Tax Due C19)= 5,962.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-10-2011 (0014446 298.11 5,664.16
TOTAL TAX PAYMENT 5,962.27
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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. ~ ~:~