HomeMy WebLinkAbout06-15-12~.,,, N ~~~~ F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '~~' r~ LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '- ~ ~ ~DUC'~~~~gMS AND ASSESSMENT OF TAX
PO BOX 280601 ``'"~~~ `.~' ' "' `' '^
HARRISBURG PA 17128-0601
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CARLISLE PA 17013-2922
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-lll
DATE 06-11-2012
ESTATE OF GILCHRIST RAYMOND L
DATE OF DEATH 12-29-2010
FILE NUMBER 21 11-0024
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
(See reverse side under Objections
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 C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GILCHRIST RAYMOND LFILE N0.:21 11-0024 ACN: '101 DATE: 06-11-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 247,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •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) 247.500.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 17.815.90
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 107,672.07
11. Total Deductions (11) 125,487.97
12. Net Value of Tax Return (12) 122,012.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 122, 012.03
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 199.017.03 X 045 = 5,490.54
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 5,490.54
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) gMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-19-2012 CD015480 49.97- 5,540.51
06-04-2012 SBADJUST .00 .46
TOTAL TAX PAYMENT 5,490.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.