HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~,~r.~-.;.,,, ,r~~lOj"~£E ~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES L. Yp.PPR.biSE~I~NT, 'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;. r .~ D~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~._. ~ ~ ~ ,,..t i ~~„ ~ ; ~ ,, .
HARRISBURG PA 17128-0601
HARRY L BRICKER JR ~$i' ~^~ '',
407 N FRONT ST
HBG PA 17101
REV-1547 EX AFP CO1-09)
DATE 10-12-2009
ESTATE OF GIBB GERALDINE L
DATE OF DEATH 11-22-2007
FILE NUMBER 21 07-1101
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(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 ALONG THIS LINE _ ~- R_ETA_IN LOWER PORTION FOR YOUR RECORDS t~ _ ____________ __
REV-1547 EX AFP CO1-09~ 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 10-12-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) C2) •0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 D tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3 3,7 91.35
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
B. Total Assets C8) 33, 791 .35
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,240.39
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
C11)
ti 3.240.39
11. ons
Total Deduc
C12)
f T
R
t
V
l 30,550.96
12. urn
ax
e
ue o
Net
a
Non-elected 9113 Trusts (Schedule J) C13)
l Be
uests
t
bl
lG
C
it .0 0
13.
14. q
;
overnmen
a
e
har
a
Net Value of Estate Subject to Tax C14) 429,465.99
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 C15) •0 0 X D 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 429,465.99 X 045. 19,325.97
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) •0 0 X 1 5 = .0 0
19 Principal Tax Due c19)= 19,325.97
.
T~V /~~ rT\T Tn.
PA• N ~
DATE R CEIP
NUMBER DISCOUN +)
INTEREST/PEN PAID C-) AMOUNT PAID
~** SUMMARY 0 ALL 05 PAYMENTS **
10-05-2009 421.05 .00
69.68- 18,975.36
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 19,325.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~'~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEc~',
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)