HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~.. ;.,._,..-;,.NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES !;!,,A~pR'AI'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF' DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 288601 E ~~
HARRISBURG PA 17128-0681 - '
2~~~ ,~~!#~ 25 Pty I ~ 00
t-t ( . ~~
KARL H KLINE ES~~~°."^^ '~" ~ ~~ Pa
STE 301
2925 WLM PENN HWY
EASTON PA 18045
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE 07-21-2008
ESTATE OF GESSNER MARIANNE T
DATE OF DEATH 12-21-2007
FILE NUMBER 21 08-0076
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-19-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP X03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GESSNER MARIANNE T FILE N0. 21 08-0076 ACN 101 DATE 07-21-2008
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)
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. Net Value of Tax Return
cl) 133, 900.00
~2) .00
c3) .00
c4) .00
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~5) 2,435.58
c6) .00
I7) .00
cB) 136,335.58
44,182.83
(9)
c1o) 39.451.64
(11) 83.634.47
c12) 52,701.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13)
(14)
.00
52,701.11
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 52,701.12 X 045 = 2,371.55
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
Principal
19 Tax Due c19)= 2,371.55
.
r,rrn _
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-19-2008 CD009446 118.58 2,900.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,018.58
BALANCE OF TAX DUE 647.03CR
INTEREST AND PEN. .00
TOTAL DUE 647.03CR
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. i
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)