HomeMy WebLinkAbout08-29-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'NIJT3'4E ~O'F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP,RAISEMEN7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX ^IVISION biF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~- ^- ~ -
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~'?^ "~~ }t ~;^ DATE 08-25-2008
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ESTATE OF GILL GEORGE M
- DATE OF DEATH 07-13-2007
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~~, , , , ~ ,~, ~,T FILE NUMBER 21 07 - 0779
.,;~'j ~ r ' J "' '' COUNTY CUMBERLAND
SAMUEL L ANDES v - ~~' ACN 101
PO BOX 168 APPEAL DATE: 10-24-2008
LEMOYNE PA 17043 (See reverse side under Objections)
Amount Remitted
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 E'er
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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 GEORGE M FILE N0. 21 07-0779 ACN 101 DATE 08-25-2008
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) C1) 127,500.00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) '00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) C5) 4 5.161.22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
172,661.22
8. Total Assets (B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
36,458.55
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.975.70
11. 7ota1 Deductions (11) 38.434.2F;
12. Net Value of Tax Return C12) 134,226.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 134,226.97
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 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •0 0 X 04 5 = .00
17. Amount of Line 14 at sibling rate Ci7) 134,226.97 X 12 = 16,107.24
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19)= 16, 107.24
TAY /`D CTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-08-2007 CD008788 526.32 10,000.00
06-03-2008 CD009830 26.32- 5,607.24
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
06-04-2008 TOTAL TAX CREDIT 16,107.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. 28.33
TOTAL DUE 28.33
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~,,,,i
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