HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
- NOTICE OF INHERITANCE TAX
TAXES A;ppRAISEMENT, ALLOWANCE OR DISALLOWANCE
,_ _, .. " ,.,OF:DEDUCTIONS AND ASSESSMENT OF TAX
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MICHAEL A SCHI~tR ~, ' ~
OBRIEN BARK K SCHERER
19 W SOUTH ST
CARLISLE PA 17013
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c5) 17.498.39
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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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GABIG FRANCIS C FILE N0. 21 08-0740 ACN 101 DATE 07-20-2009
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
REV-1547 EX AFP (01-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 17,498.39
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 14,720.43
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 210.8 3
11. Total Deductions X11) 14.9 1 _76
12. Net Value of Tax Return C12) 2,567.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax Cly) 2,567.13
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 (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2,567.13 X 045 __ 115.52
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) •0 0 X 15 _ .00
19. Principal Tax Due cly)= 115.52
TAY !`DGTTTQ.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-22-2008 CD010183 5.78 550.00
DATE 07-20-2009
ESTATE OF GABIG FRANCIS C
DATE OF DEATH 05-25-2008
FILE NUMBER 21 08-0740
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 555.78
BALANCE OF TAX DUE 440.26CR
INTEREST AND PEN. .00
TOTAL DUE 440.26CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)r YOU MAY BE DUE~Q
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~//K~