HomeMy WebLinkAbout12-05-11 (2)NOTICE OF INHERITANCE TAX Pennsylvania r ~~
BUREAU OF INDIVIDUAL TAXES t~ynP~, ~~~KE~~' CLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION itr ~ DfDUC~~Q~S AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-10)
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HARRISBURG PA 17128-0601 j'":~ - '"~1
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~ DATE 11-28-2011
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~ ESTATE OF GATES SR
PAUL R
DATE OF DEATH 10-08-2010
C~~~~ ~~ FILE NUMBER 21 11-0071
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ORFNA:~`,. ,~~1 COUNTY CUMBERLAND
CRAIG D DIEHL ESQ C1~~1~-°~i t:~w: j r~'1 Pr~ ACN 101
3464 TRINDLE RD APPEAL DATE: 01-27-2012
CAMP HILL PA 17011-4436 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ON_6 THIS LINE --- --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS •--
REV-15 _
47 EX AFP C12-10) NOTICE OF INHERITANCE _
_ ______
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GATES SR PAUL RFILE N0 .:21 11-0071 ACN: 101 DATE: 11-28-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CI) 120,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 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
00
(4)
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) C5) 4 2,937.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) _ 162.937.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4,554.8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 77.79
11. Total Deductions X11) 9,b32.62
12. Net Value of Taz Return C12) 153, 304.38
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 153 304.38
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 153.304.38 x 045 = 6,898.70
17. Amount of Line 14 at Sibling rate C17) 0 0
=
.
X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS: c19)= 6,898.70
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-25-2011 CD014768 .00 6,898.70
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-26-2011 TOTAL TAX PAYMENT 6,898.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.62
TOTAL DUE 9.62
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED ASt A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE CIF THIS FORM FOR INSTRUCTIONS