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DATE 12-17-2007
ESTATE OF GLECKNER BETTY J
DATE OF DEATH 01-10-2007
FILE NUMBER 21 07-0047
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-15-2008
( 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 GLECKNER BETTY J FILE NO. 21 07-0047 ACN 101 DATE 12-17-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~]: "tY','-:'1 ~-tFi- 9F- INHERITANCE TAX
, '!/APPR'AISEH-ENt,,: ALLOWANCE OR DISALLOWANCE
OF DErDUCT'IOtlS, AND ASSESSMENT OF TAX
2007 GEe 2 I
Pfj I: 05
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
'*
REV-1547 EX AFP (06-05)
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
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
4,630.00
8,660.00
121,250.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
6,998.00
191.00
(11)
(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)
(10)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
134,540.00
7.189 Dn
127,351.00
.00
127,351.00
If an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh 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
TAX CREDITS'
(15)
(16)
(17)
(18)
.00 X 00 .00
127,351.00 X 045 = 5,730.80
.00 X 12 = .00
.00 X 15 = .00
(19)= 5,730.80
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-09-2007 CD007982 270.00 5,130.00
09-06-2007 CD008644 .00 74.50
INTEREST IS CHARGED THROUGH 01-01-2008 TOTAL TAX CREDIT 5,474.50
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 256.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.65
TOTAL DUE 260.95
* 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 ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
....
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
REVIEWED BY
Betty Jo Gleckner
Sheila Megonnell
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1 & 2 Life Estates are fully taxable with no exclusions.
ROW
FILE NUMBER
ACN
2107-0047
101
Page 1