HomeMy WebLinkAbout11-14-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES i NO•'~{ICE OF INHERITANCE TAX
tiq~"pRAIS~EMEM7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 288681
~ , ;,~_~,O,F ;I?~•DUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
Z~Q'~I~'~ ~~{ ~~~~ ~`~ DATE 11-10-2008
ESTATE OF GARDNER MARIAN L
~~~~~,~ ~,;;~ DATE OF DEATH 11-04-2007
~RPI-~AN~J ,,^r-~i1~j FILE NUMBER 2'1 07-1065
MICHAEL A SCHERE R ESQCI~gaC' r !.V -"' • PIa COUNTY CUMBERLAND
ACN 101
OBRIEN ETAL APPEAL DATE: 01-09-2009
19 W SOUTH S T ( See reverse ,side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --- - -1 RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP X03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARDNER MARIAN L FILE N0. 21 07-1065 ACN 101 DATE 11-10-2008
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)
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
cl) 228,823.20
c2) .00
c3) .00
c4) .00
c5) 102 490.90
c6) 4,574.97
c7) .00
~$) 335,889.07
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 21,197.46
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
C11) ? .197.46
12. Net Value of Tax Return (12) 314,691.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) .00
14. Net Value of Estate Subject to Tax Il4) 314,691.61
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 I15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate [16) 314, 691.61 X 045 = 14, 161.12
17. Amount of Line 14 at Sibling rate I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal
Tex rornrTe. Tax Due cl9)= 14, 161.12
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-24-2008 CD009205 473.68 9,000
00
08-05-2008 CD010099 .90- .
4,711.12
TOTAL TAX CREDIT 14,183.90
BALANCE OF TAX DUE 22.78CR
INTEREST AND PEN. .00
TOTAL DUE 22.78CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. r\
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)