HomeMy WebLinkAbout09-12-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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F~ , ~;J ,-,' ~ i_;FND.7~QCE DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _A~PRA'L'sEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 ~ `tlF `DE}I?t}CTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
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DATE 09-09-2008
ESTATE OF GERNERT ANNA F
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;- DATE OF DEATH 09-21-2007
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C~~1~`;*~.~';~ ~;(~,}fir FILE NUMBER 21 07-0910
~~ ~ .~"- ~ _`, ~,i~ COUNTY CUMBERLAND
EDMUND G MYERS ACN 101
JOHNSON DUFFIE APPEAL DATE: 11-08-2008
PO BOX l 0 9 (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -- ---~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
REV-1547 EX AFP C03-05 _
_
_ ____________
) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GERNERT ANNA F FILE N0. 21 07-0910 ACN 101 DATE 09-09-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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:
cl) .00
cz) 439 , 334.83
C3) .00
C4) .00
Cs) 108 , 394.21
c6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 547,729.04
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 44,239.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13.4 34.00
11. Total Deductions C11) X7.67;.90
12. Net Value of Tax Return C12) 490, 055.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le ,1) C13) .00
14. Net Value of Estate Subject to Tax (14) 490, 055.14
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) •0 0 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) . 00 X 045 _ . 00
17. Amount of Line 14 at Siblins rate I17) 490,055.14 X 12 _ 58,806.62
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due cl9)= 58,806.62
TAX CRET1TTCe
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
12-20-2007 (0009106 1,184.21 22,500.00
06-13-2008 (0009887 .00 35,122.41
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 58,806.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)