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DATE 04-30-2007
ESTATE OF GARMAN KAREN E
DATE OF DEATH 11-18-2006
FILE NUMBER 21 06-1060
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-Ex-AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLOWANcE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARMAN KAREN E FILE NO. 21 06-1060 ACN 101 DATE 04-30-2007
BUREAU OF INDIVIDUA~ TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
i i
". '\ '. I
, i; . ". I
l"iT
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JACQUELIN(] VERNEY
44 S HANOVER ST
CARLISLE PA 17013
.
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CR T:
PAYMEN
DATE
02-15-2007
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
162.922.32
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,304.29
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
1.258.63
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(15)
(16)
(17)
(18)
.00 X
.00 X
1,000.00 X
41,589.85 X
DISCOUN (+)
INTEREST/PEN PAID (-)
317.92
AMOUNT PAID
6,040.56
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
"
IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE
A REFUND. SEE REVERSE SIDE 01= T"'T~ ~nRM ~nR TNC:TRIII"TTn..",
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
162,922.32
13."it>? 9?
149,359.40
106,769.55
42,589.85
00
045 =
12 =
15 =
.00
.00
120.00
6,238.48
6,358.48
(19)=
6,358.48
.00
.00
.00
""to
,