HomeMy WebLinkAbout04-09-07
I'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/';::::!,'= ~OTICE OF INHERITANCE TAX
Al"PRAt-SEffENT, ALLOWANCE OR DISALLOWANCE
'Of:'DEbUCTIONS AND ASSESSMENT OF TAX
'*
-
REV-1547 EX AFP (06-05)
DATE 04-09-2007
ESTATE OF GILLELAND JR IRA L
DATE OF DEATH 09-28-2006
FILE NUMBER 21 06-0984
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2007
( See rellerse side ""der Objectiolls)
A.ount Re.Ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GILLELAND JR IRA L FILE NO. 21 06-0984 ACN 101 DATE 04-09-2007
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CLERI< elF
OJ;:;:;W/.\"c, r,(\, lOT
II' r fl,\-"j.j I," Jl, - JI
R MARK THOMAS E~J' .. " I':' ~ "'
101 S MARKET ST
MECHANICSBURG PA 17055
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( x) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.055.00
5.529.06
.00
(8)
13,584.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
2,077.00
.00
(11)
Cl2)
(13)
Cl4)
'...077.00
11 ,507.06
.00
11,507.06
NOTE:
If an assess.ent was issued prevIOUSly, lines 14, 15 and/or 1', 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
at Spousal rate
taxable at Lineal/Class A rate
at Sibling rate
Cl5)
(16)
Cl7)
(18)
8,741.31 X
2,765.75 X
.00 X
.00 X
00 ..
045..
12 ..
15 ..
Cl9)..
.00
124.46
.00
.00
124.46
DATE
01-18-2007
NUMBER
CD007715
+
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
124.46
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
124.46
.00
.00
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (ll-88)
/' *
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REvENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 1712~1
DECEDENTS NAME FILE NUMBER
Gilleland, Ira G. Jr. 2106-0984
REVIEWED BY Daniel Heck ACN
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adJu.ted as the result of the correction of an error in
arithmetic.
~
ROW
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