HomeMy WebLinkAbout06-06-11r nr~ r~ n ~
f~~C~r.~,~U ; ~~~! OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA +,_;r.r ,~P EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "''~- ~ ` ~ ~'-Z~EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 26D601
HARRISBURG PA 17128-0601
c~Rx of
ORPFI~J'S coURT
CUMRERLA~~~10 Co., PA
GEORGE F DOUGLAS III ESQ
354 ALEXANDER SPRING RD
CARLISLE PA 17015
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 05-23-2011
ESTATE OF GURY KATHLEEN S
DATE OF DEATH 02-18-2009
FILE NUMBER 21 09-0234
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-22-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ -1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~--- _ _______________
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GURY KATHLEEN SFILE N0.:21 09-0234 ACN: 101 DATE: 05-23-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 318,38 9.8 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 318,723.29 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) c3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) c5) 12 3,596.72
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) c7) .00
B. Total Assets cs) 760 , 709.81
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H) ~q) 47.709.03
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.677.36
11. Total Deductions cll) 51,386.39
12. Net Value of Tax Return C12) 709,323.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 709,323.42
NOTE: If an assessment was issued previously,
reflect figures that include the total
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:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
c15) .00 X 00 = .00
c16) . on x 045 = .00
cln .no x 12 = .00
cls) 709,323.42 X 15 = 106,398.51
c19)= 106,398.51
PAYMENT RECEIPT DISCOUNT c+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
05-15-2009 CD011249 4,414.50 83,875.50
10-23-2009 CD011888 .00 4,000.00
03-15-2011 CD014131 649.57- 14,758.08
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-16-2011 TOTAL TAX PAYMENT 106,398.51
BALANCE OF TAX DUE .00
INTEREST AND PEN. 85.61
TOTAL DUE 85.61
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
\.
~\
__ - - - _ ___ -- - - - i