HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c:~(\r,r:)l'fJ!lVnc!O:(QE (ffjHERITANCE TAX
"~P..~Mt~t11~I'. '~tLpWANCE OR DISALLOWANCE
r;t~f:(Rt~tJld,k!j_ ;~ND ASSESSMENT OF TAX
PM 12: 2 IDA TE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-21-2008
GILLELAND
04-28-2007
21 07-0432
CUMBERLAND
101
APPEAL DATE: 06-20-2008
( 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
2008 APR I 8
R MARK THOMAS ESQ
101 S MARKET ST
MECHANICSBURG
CLERK OF
ORPHAN'S COURT
CU"1""''''-'' , (''-~ pA
hr!.I,--,.~ \'.'.),,/1,
PA 17055
REV-1547 EX AFP (06-05)
JOSEPHINE E
TO:
f~!_~~~~~_!~!~_~!~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GILLELAND JOSEPHINE E FILE NO. 21 07-0432 ACN 101 DATE 04-21-2008
TAX 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 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
167,312.00
.00
.00
.00
27,837.00
7,358.12
.00
(8)
(9)
(10)
18,346.83
2,125.22
(11 )
(12)
(13)
(14)
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 portion
of this form with your
tax payment.
202,507.12
:?O .47"? 015
182,035.07
. 00
182,035.07
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
NOTE:
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal
TAX CREDITS:
PA MENT
DATE
07-27-2007
Tax Due
RECEIPT
NUMBER
CD008459
DISCOUNT (+)
INTEREST/PEN PAID (-)
409.58
*
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.)
0-0
(IS)
(16)
(17)
(18)
.00 X
182,035.07 X
.00 X
.00 X
00
045 =
12 =
15 =
(19)=
AMOUNT PAID
9,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
8,191.58
.00
.00
8,191.58
9,409.58
1,218.00CR
.00
1,218.00CR