HomeMy WebLinkAbout12-22-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ' '' NO•TICE-,DF, INHERSTANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF. DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~'
REV-1547 EX AFP (06-05)
{~j!?~ ~~~` ~2 ~~ ~ ~ ~A~TE 12-15-2008
TATS OF OSBOURN GORDON D
DATE OF DEATH 12-03-2007
FILE NUMBER 21 08-0338
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~" ~ ~~~~~"~~ COUNTY CUMBERLAND
SUSAN H CONFAIR v~.~ . ! `. r.~pCN 101
REAGER ~ ADLER APPEAL DATE: 02-13-2009
2 3 31 MA R K E T S T (See reverse side under Objections )
CAMP HILL PA 17011 Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -'- RETAIN LOWER PORTION FOR YOUR RECORDS ~- _ _
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OSBOURN GORDON D FILE N0. 21 08-0338 ACN 101 DATE 12-15-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,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) (5) 2 7 248.72
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 560,853.82
8. Total Assets (B) 588, 102.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 10,625.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
(11) ~ 0 .6 x,.77
12. Net Value of Tax Return (1P) 577,476.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 577,476.77
NOTE: If an assessment was issued previously, l ines 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 (15) 546,735.73 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 30,741.04 X 045 = 1,383.35
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due
TAX CRFi)TTS (19)= 1,383.35
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-14-2008 CD010142 .00 1,383.35
TOTAL TAX CREDIT 1,383.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. ~~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)