HomeMy WebLinkAbout08-20-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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 I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
f""--J~', -1-
BUREAU OF INDIVIDU)l:L;,t~$:
INHERITANCE TAX DIVISIDlf.:. -.
PO BOX 2B0601 '.. , "
HARRISBURG PA 1712B- 0601 .....
t'1{,t"'~ 1I1:f'" ,... r""
LCJi ::\1.1i,.1 LU
P"I'''' 0,,'"\
11 ,;..' I)
C, I r.:',~:( (y:
,;___ ;1 \ VI
OR=: " CCUST
BENJAMItCl!/BYTLiEtf
BUTLER LAW FIRM
PO BOX 1004
HBG PA 17108
'*
REV-1547 EX AFP (06-05)
ROSALYN
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) 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
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. 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
(ll
(2)
(3)
(4)
(5)
(6)
(7)
) CHANGED
.00
18.727. 72
379.73
.00
288.882.12
68,234.90
37,445.57
(8)
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
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiaures that include the total of Abh 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
C S:
A
DATE
09-12-2006
06-06-2007
NOTE:
R CE
NUMBER
CD007201
CD008265
+)
PAID (-)
947.37
.03-
(9)
(10)
(15)
(16)
(17)
(18)
24,389.58
37.119.00
(11)
(12)
(13)
(14)
.00
318,044.01
.00
34, 11 7 . 45
X 00
X 045 =
X 12 =
X 15 =
(19)=
AMOUNT PAID
18,000.00
482.26
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-07-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
413,670.04
~1 .Ji08.IiR
352,161.46
.00
352,161.46
.00
14,311.98
.00
5,117.62
19,429.60
19,429.60
.00
6.73
6.73
( 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.)