HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;''':(\''~~f}C~ifNHE~iTANCE TAX
APPRA:!~~I'4EiH", A-LI,.QWAtfCE OR DISALLOWANCE
OF'iD~bUt1ttONS AND.ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
2008 APR I 8 PH 12:~lE
ESTATE OF
CLERK OF DATE OF DEATH
ORPHAN'S COURT FILE NUMBER
CIIf.~:Jl.."-)1 r",/\~. UNTY
u". 'I :J .
, ' CN
04-14-2008
GIBSON
05-06-2007
21 07-0503
CUMBERLAND
101
APPEAL DATE: 06-13-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BRIDGET M WHITLEY ESQ
SKARLATOS & ZONARICH
17 S SECOND ST 6TH FL
HBG PA 17101
REV-1547 EX AFP (06-05)
MARIE
M
TO:
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 GIBSON MARIE M FILE NO. 21 07-0503 ACN 101 DATE 04-14-2008
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mo~tgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Retu~n
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
) CHANGED
69,777.00
29,784.00
.00
.00
64,236.00
.00
.00
(8)
9,487.00
1.522.00
(11)
(12)
(13)
(14)
Net Value of Estate Subject to Tax
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate (18)
19. P~incipal Tax Due
TAX CREDITS:
PAYMENT
DATE
07-25-2007
01-24-2008
NOTE:
RECEIPT
NUMBER
CDo08454
CDo09202
DISCOUNT (+)
INTEREST/PEN PAID (-)
305.26
.00
(15)
(16)
(17)
.00 X
152,788.00 X
.00 X
.00 X
00
045 =
12 =
15 =
(19) =
AMOUNT PAID
5,800.00
785.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
163,797.00
11.009.00
152,788.00
.00
152,788.00
.00
6,875.00
.00
.00
6,875.00
6,890.26
15.26CR
.00
15.26CR
* 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 DU~ ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)