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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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-. v 'F~QF:D-ED,l,ICHONS AND ASSESSMENT OF TAX
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DATE 07-09-2007
ESTATE OF GIBSON MERLIN C
DATE OF DEATH 12-15-2006
FILE NUMBER 21 07-0066
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
Amount Remittedl 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 GIBSON MERLIN C FILE NO. 21 07-0066 ACN 101 DATE 07-09-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
2001 JUL 13 PM I: 44
JAMES D BOGAR
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
CLERK OF
ORPHAN'S COURT
~ J' '."Y.'~'i. ..'''(', p. f'\
I "'''" '1 '';
OF I.. ;,...,
PA 17011
REV-1547 EX AFP (06-05)
) CHANGED
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
88,944.20
.00
493,022.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
581,966.20
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)
(10)
33,635.47
.00
(11)
(12)
(13)
(14)
33.631i.47
548,330.73
.00
548,330.73
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 !hh returns assessed to date.
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
(15) .00 X DO .00
(16) 548,330.73 X 045 = 24,674.88
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 24,674.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-14-2007 CD007901 1,233.74 23,469.75
07-02-2007 REFUND .00 28.61-
TOTAL TAX CREDIT 24,674.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE " lE" THAH ". HO PAVHE.T " REQUIRED. r'lI
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~~
.& R~~IJNn. SE:E: RE:VE:RSE: SIDE OF THIS FORM FOR INSTRUCTIONS.)