HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
.;,.DEPARTMENT OF REVENUE
,-,- ^_
~i `.NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '' O'FD' DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _,'I" 'T~'`' ~ ``-~ ~ V ~
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
2~0~ SEP -5 P~! 12~ ~~ DATE o9-0l-loos
ESTATE OF GILBERT ELIZABETH L
~~~~}{ ~uj DATE OF DEATH 09-06-2007
~APHA.}`y S r;()~.i~T FILE NUMBER 21 07-0930
(~+ I~1 ~' I ` `~~~ PA COUNTY CUMBERLAND
SPENCER G NAUMAN~"~'I~ ESLI ACN 101
NAUMAN ETAL APPEAL DI>,TE: 10-31-2008
2 0 0 N 3RD S T 18TH F L R (See reverse side under Objections )
HBG PA 17101 Amount Remitted
MAKE CHECK PAYAFILE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND NCO COURT HOUSE
CARLISLE, P,A 17013
CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT" OF TAX
ESTATE OF GILBERT ELIZABETH L FILE N0. 21 07-0930 ACN 101 DATE 09-01-2008
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) 21~i,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,23[1,176.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6~i,4 49.00
6. Jointly Owned Property (Schedule F) (6) 7Fi,083.00
7. Transfers (Schedule G) (7) 16,000.00
8. Total Assets (g) 2,600,708.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 145,632.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) E„ 602.00
11. Total Deductions (11) I ~+ 34.00
12. Net Value of Tax Return (12) 2,448,474.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 2,448,474.00
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 C16) 2,443,474.00 X 045 = 109,956.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 5,000.00 X 15 _ 750.00
19. Principal Tax Due (lg)= 110,706.00
TAY C'RFi1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT I~AID
11-30-2007 CD009035 5,535.30 108,686.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 114,221.30
BALANCE OF T'AX DUE 3,515.30CR
INTEREST AN]D PEN. .00
TOTAL DIJE 3,515.30CR
C IF TOTAL DUE IS LESS THAN fil, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED /1S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)