HomeMy WebLinkAbout08-17-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HAR'iISBURG, PA 17128-0601
REV-1162 EXI11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
BUTLER BENJAMIN J
500 NORTH FRONT STREET
12TH FLOOR
HARRISBURG, PA 17108-1004
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1
I ESTATE INFORMATION: SSN: 187-24-7602
I FILE NUMBER: 2106-0632
I GERBER ROSALYN
i DECEDENT NAME:
IDA TE OF PAYMENT: 08/17/2007
i
I POSTMARK DATE: 08/16/2007
I CUMBERLAND
I COUNTY:
I
i
DATE OF DEATH: 07/03/2006
NO. CD 008562
-
..
.ooIlo
-
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6.73
I
I
I
I
I
I
I
I
-
-:
-
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 009467
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$6.73
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
....
:
-
08-13-2007
GERBER
07-03-2006
21 06-0632
CUMBERLAND
101
APPEAL DATE: 10-12-2007
( See reverse side under Objections)
A.ount Re.ittedl ~,73 I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. '~", ......... ?'.. ~ ".." ;..", F.,_"'.:~" ......r ,"".:'.'
i .:JibtiiC~:iQ"f: 'INHERITANCE TAX
,APrRAI!>EMENT .'ALLOWANCE OR DISALLOWANCE
. . -OF- D~DUGH ONS AtlD ASSESSMENT OF TAX
Z007 AUG I 7
PH 12: 31DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BENJAMIN J BUTLER
BUTLER LAW FIRM
PO BOX 1004
HBG
CLERf<, OF
ORPH HY:' ('(\1 p-'T
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PA 17108
*'
REV-1547 EX AFP (06-05)
ROSALYN
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-EX-AFP-C03:0sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GERBER ROSALYN FILE NO. 21 06-0632 ACN 101 DATE 08-13-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
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)
S. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
24,389.58
.00
18.727.72
379.73
.00
288.882.12
68.234.90
37,445.57
(S)
37.119.00
(11)
CI2)
CI3)
CI4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account.
submit the upper portior
of this form with your
tax payment.
413,670.04
61.1)08.1)8
352,161.46
.00
352,161.46
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
CIS) .00 X 00 .00
CI6) 318,044.01 X 045 = 14,311.98
CI7) .00 X 12 = .00
(18) 34,117.45 X 15 = 5.117.62
CI9)= 19,429.60
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-12-2006 CD007201 947.37 18,000.00
06-06-2007 CD008265 .03- 482.26
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-07-2007 TOTAL TAX CREDIT 19,429.60
BALANCE OF TAX DUE .00
INTEREST AND PEN. 6.73
TOTAL DUE 6.73
* 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 DUE
" O~~IINn_ C:~~ O~VI'~S!' SID!' OF THIS FORM FOR INSTRUCTIONS.)