HomeMy WebLinkAbout06-01-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
WIRRISBURG PA 17128-0601
JOYCE L PALAKOVICH
2601 LISBURN RD
CAMP HILL PA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ .. NOT~GE. OF INHERITANCE TAX
''Ap,PRa~S~M~1~T'~gLL'OWANCE OR DISALLOWANCE
OF DEDUpTIONS; AND ASSESSMENT OF TAX
Z~~~ J~~ ~ ~ ~~t ~~~ ~ 'ESTATE OF GERBA-2009 ELIZABETH L
DATE OF DEATH 08-15-2008
v~ r~K E.rr FILE NUMBER 21 08-0875
1O!RPt-IA~i ~ L,OU~T COUNTY CUMBERLAND
CV~af~;r'r~• ,•.`~~-, ^{". ~a ACN 101
APPEAL DATE: 07-24-2009
17 011 (See reverse side under Objections)
Aeount Reaitted~-
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 CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GERBA ELIZABETH L FILE N0. 21 08-0875 ACN 101 DArE 05-25-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 491 , 353.86 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 25.477.02
6. Jointly Owned Property (Schedule F) (6)_ 7,598.25
7. Transfers (Schedule G) (7) 56,466.90
8. Total Assets ce) 580,896.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 12,005.44
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 86.
11. Total Deductions C11) ~ 4 . 97 76
12. Net Value of Tax Return (12) 566,604.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax (14) 566, 604.27
NOTE: If an assess~ent 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) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 566,604.27 X 045 = 25,497.19
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due cl9)= 25,497.19
TAY (`D (TIT TC.
A
DATE EC I
NUMBER ISCO T +
INTEREST/PEN PAID C-)
AMDUNT PAID
11-06-2008 CD010498 1,274.86 24,222.33
TOTAL TAX CREDIT 25,497.19
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 $1, NO PAYMENT IS REQUIRED.
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..)