HomeMy WebLinkAbout10-03-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEM-ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCEETAX DIVISION ~OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .. _ ,
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~' ~ I>~°' -4~ ~`i ~~ ~ ~ DATE 10-06-2008
ESTATE OF GIBB GERALDINE L
_ DATE OF DEATH 11-22-2007
r~ FILE NUMBER 21 07-1101
- I -? ~-
.-. COUNTY CUMBERLAND
HARRY L BRICKER J.R-ATTY -., ACN 101
407 N FRONT ST APPEAL DATE: 12-05-2008
H B G P A 17101 (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 ALiDNG THIS LINE -~ RETAIN LOWER PORTION 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 GIBB GERALDINE L FILE N0. 21 07-1101 ACN 101 DATE 10-06-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 155, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00
credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
.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) C5) 252, 349.47
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 30,503.94
8. Total Assets C8) 437,853.41
APPROWED DEDUCTIONS AND EXEMPTIONS:
38,938.38
9.. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 38.9;g- 8
12. Net Value of Tax Return (12)
398,915.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sc hedule J) (13) •00
14. Net Value of Estate Subject to Tax C14) 398, 915.03
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
16. 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
TAY f RFTITTS r
cls) • 00 X 00 _ . 00
c16) 398,915.03 X 045 _ 17,951.18
cln • 00 X 12 _ . 00
cls) • 00 X 15 _ . 00
cl9)= 17,951.18
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-19-2008 CD009313 V 421.05 8,000.00
07-14-2008 CD010020/ .00 9,457.79
INTEREST IS CHARGED THROUGH 10-21-2008
AT TFIE RATES APPLICABLE AS OUTLINED ON THE
REVEF;SE SIDE OF THIS FORM
TOTAL TAX CREDIT 17,878.84
BALANCE OF TAX DUE 72.34
INTEREST AND PEN. .83
TOTAL DUE 73.17
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, ND PAYMENT IS REQUIRED.
FOFt CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
w orriiNn cFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-10.70 EX (6-88)
INHERITANCE TAX
-~;~~~ L
~~``~ ~ EXPLANATION
COMMOIVWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HAF;RISBURG PA 17128-0601
DECEDENT'S ~dAME FILE NUMBER
Geraldine L. Gibb 2107-1101
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H 6 Repairs to real estate cannot be used as deductions against the decedent's estate unless
the real estate has been sold.
H I 8
Reduced to $0.00. Real estate taxes are not allowable deductions for the years after
decedent's date of death.
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