HomeMy WebLinkAbout12-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAI.~(~I~~1T~ ~~.,L~1sIANCE OR DISALLOWANCE
OF `~IET?I~.TI_b~t~`j`;~Ibi.'~4SSESSMENT OF TAX
S J~
J STEPHEN FEINOUR ESQ
NAUMAN ETAL
DtATE
2009 OEC ~ $ AN 1 I ~ 3HSTATE OF
DATE OF DEATH
Ci~L~~ (Jl~ FILE NUMBER
O~PHA~'S Cv(,}RT COUNTY
GUM{~~^I..t~~j~l~,l Yj 1 , PQ ACN APPEAL
200 N 3RD ST 18TH FLR
HBG PA 17101
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (10-09)
12-14-2009
GEIST HAROLD G
10-02-2008
21 08-1008
CUMBERLAND
101
DATE: 02-12-2010
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: GEIST HAROLD GFILE N0.:21 08-1008 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
•00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest [Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable [Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,10 0.00
6. Jointly Owned Property (Schedule F) (6) •00
7. Transfers (Schedule G) (7) 18,423.00
8. Total Assets C8) 24.523.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 8.355.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 865.00
11. Total Deductions (11) 9,220.00
12. Net Value of Tax Return (12) 15,303.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) 15, 303.00
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) 15,303.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _OD X 045 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rata C18) .00 X 15 = .00
19. Principal Tax Due C19)O .00
TAX CREDITS:
P DATE T I RNUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE' .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ,Q
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~W~[`