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NOTICE OF INHERITANCE TAX ~ P 1
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE RSA 54MEN~(TO PRElZ NUE
BUREAU OF INDIVIDUPL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 8128-0601 RECORDED O F F)0 E O F
DATE 12-17-2012
REGISTER DI 5'iL.t_S ESTATE OF GEIST MARGARET A
ppTr~7 cc DATE OF DEATH 04-23-2012
1G1~ ~E~ 17 il~ 1. L, (# FILE NUMBER 21 12-0500
COUNTY CUMBERLAND
SUZANNE S FRIDAY ESQ CLERK 0 ACN 101
APPEAL DATE: 02-15-2013
FL 18 ORPHANS GOUFtT (See reverse side underObjectians)
zoo N 3RD sr ~~$ERLAND C~., ?fa
HARRISBURG PA Amount Remitted
MAKE REGISTER OFB WI A SD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~'1 RETAIN LOWER PORTION-FOR_YOUR_RECORDS- _ ___
-----------------
REV-1547 EX AFP (12-12)DISALLOWANCENOFRDEDUCTIDNS ANDRASSESSMENTAOFOWAXCE OR
ESTATE OF: GEIST MARGARET AFILE N0.:21 12-0500 ACM: 101 DATE: 12-17-2012
TAX RETURN WAS: I ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL KtIUK
1. Real Estate (Schedule A)
2. Stocks and Bontls (Schedule B7
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Parso nal Property (Schedule E)
6. Jointly Ownetl Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIDNS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/MOrt9a9e Liabilities/Liens (Schedule I)
11
12
13
14
I1) 249,900.00
Iz) .00
I3) .00
c4) .00
I5) 58,062.00
Is) .00
c7) 72,090.00
NOTE: To ensure proper
<retlit to Your account.
submit the upper portion
of this form with your
tax payment.
Ig) 380.052.00
(9) 44.865.00
IlD) 3.578.00
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-eleetetl 9113 Trusts (Schedule J)
Net Value of Estate Su b]ect to Tax
I11) 48.443.00
Ilz) 331.609.00
I13) .00
I14) 331.609.00
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
NOTE: If an assessment was issued Previously,
reflect fiDUres that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rake
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
I15) .00 X 00 = .00
Itw 33 7.6n9.00 X 045 = 14,922.41
cv) .nn x 12 = .00
na) .00 x 15 = .00
I19)= 14,922.41
fAX CREDITS:
PAYMENT
DATE
07-18-2012
09-19-2012
RECEIPT
NUMBER
CD016280
CD016527
DISCOUNT C+)
INTEREST/PEN PAID (-)
589.37
DO
AMOUNT PAID
11,198.00
45.00
PAYMENT MUST BE MADE BY 01-23-20LSV.
TOTAL TAX PAYMENT 11,832.37
BALANCE OF TAX DUE 3,090.04
INTEREST AND PEN. .00
TOTAL DUE 3,090.04
~ IF PAID AFTER DATE INDICATED. SEE REVERSE AF RE OF UND.DSEEI REVERSECSIDEAOFATHISEFORM FOR)INSOTRUCAIONS .DU T
FOR CALCULATION OF ADDITIONAL INTEREST. i
REV~1 d]0 E%(Ot-u)
t~ t.
~ ,~; Pennsylvania
~~,,` DEPARTMENT OF REVENUE
• BUREAU OF INDIVIDUAL TAXES
PO Box 280601
Margaret A. Geist
Josep
INHERITANCE TAX
EXPLANATION
OF CHANGES
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
G 1 IRAs and annuities are fully taxable with no exclusions.
2112-0500
101
Row Paae 1