HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
} '~' ~~.~~~~~; I~F~I~FfERITANCE TAX
BUREAU OF INDIVIDUAL TAXES App„~;`j~-~, ~ •LORIANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION j-~y,j~~ypON~AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 nn cc REV-1547 EX AFP (06-05)
ZQ~g ~ivl " ~ PM l= VBATE 06-30-2008
ESTATE OF GILL SWANNIE N
Ct„EhRK ~ -DATE OF DEATH 01-18-2008
~mY15 FILE NUMBER 21 08-0116
~,COUNTY CUMBERLAND
MICHAEL L BANGS ~~~ ACN 101
429 S 18TH ST APPEAL DATE: 08-29-2008
CAMP H I L L PA 17 011 (See reverse side under Objections)
Auount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GILL SWANNIE N FILE N0. 21 08-0116 ACN 101 DATE 06-30-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 4,536.97 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 78 6.8 3
6. Jointly Owned Property (Schedule F) (6) 68,238.33
7. Transfers (Schedule G) C7) .00
s. Total Assets fig) 73,562.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,184.88
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 44 7.23
11. Total Deductions (11) 7.632.11
12. Net Value of Tax Return C12) 65,930.02
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 65,930.02
NOTE: 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:
• 00 00 . 00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 65, 930.02 X 045 = 2, 966.85
17. Amount of Line 14 at Sibling rate X17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due I19)= 2, 966.85
Twv rocnrTC.
A M NT
DATE R C
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-14-2008 CD009563 148.34 2,818.51
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 2,966.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. }
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (((,,///