HomeMy WebLinkAbout09-12-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
""t~~TkG6-.pF- I,~1kIERITANCE TAX
BUREAU OF INDIVIDUAL TAXES rk_p¢RArSEhFEIJ•1~,' 'A111S,W~lNCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 `:~F''.DED,i~C;7+I`OMS' AN'D ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ "` REV-1547 EX AFP (06-05)
~~~~ ~~D ~ 2 A' p ~ S~STATE OF GAMBER2008 HELEN K
rlr~,~~_ DATE OF DEATH 09-18-2007
'' ~ ~~' FILE NUMBER 21 07-0924
Cti~ ~'~ ' ( ~,,~ ~~ ~ COUNTY CUMBERLAND
RICHARD C SNELBAKER ESQGt ~_ ~ _. ,~;~ ACN 101
SNELBAKER ~ BRENNEMAN APPEAL DATE: 11-08-2008
44 W MAI N ST (See reverse side under Objections)
MECHANICSBURG PA 17055 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 GAMBER HELEN K FILE N0. 21 07-0924 ACN 101 DATE 09-09-2008
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 3,067.35 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 209.918.37
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 107,031.32
8. Total Assets ~$) 320, 017.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 8,,114.40
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.711.52
11. Total Deductions I11) 13.8 ~.9
12. Net Value of Tax Return C12) 306, 191.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax (14) 306, 191.12
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
ib. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TeX rDCnTTC.
C15)
.00 X
c16) 306, 191.12 X
c17) • 00 X
C18) .00 X
00 _ .00
045= 13,778.60
12 _ .00
15 _ .00
C19)= 13,778.60
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
12-18-2007 CD009090 684.21 13,000.00
06-17-2008 CD009890 .00 128.60
09-02-2008 REFUND .00 34.21-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,778.60
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~.`
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE J
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (~