HomeMy WebLinkAbout02-29-08
03-03-2008
GEBERT
12-26-2006
21 07-1011
CUMBERLAND
101
APPEAL DATE: 05-02-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF PEDUCTIONS AND ASSESSMENT OF TAX
";'r '.'.;:-- ^'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
:"l
~." <.~
: :
EDWARD P SEEBER
JAMES HAL
5020 RITTER RD
MECHANICSBURG
STE 20
PA 17055
REV-1547 EX AFP (06-05)
JOEL.
P
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 GEBERT JOEL P FILE NO. 21 07-1011 ACN 101 DATE 03-03-2008
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL 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
T AX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks 3nd 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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
CIO)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
CIS)
CI6)
CI7)
18. Amount of Line 14 taxable at Collateral/Class B rate
CI8)
19. Principal
TAX CREDITS:
PAYMENT
DATE
Tax Due
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
CHANGED
.00
1,239.20
.00
.00
.00
.00
534,605.40
(8)
19,831.15
420.50
CI1)
CI2)
CI3)
184,139.13 X
.00 X
.00 X
.00 X
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
535,844.60
CI4)
:;>0.:;>1i 1. 61i
515,592.95
331,453.82
184,139.13
00
045 =
12
15
.00
.00
.00
.00
.00
CI9) =
.00
.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. L-~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~UE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)