HomeMy WebLinkAbout08-20-07
DATE 08-13-2007
ESTATE OF GARTZKE VICTOR F
DATE OF DEATH 10-07-2006
FILE NUMBER 21 06-0959
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-12-2007
( See reverse side under Ohjections)
A.ount Re.itted[ ]
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 +-
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REV-"'7 EX AFP (03-0.) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARTZKE VICTOR F FILE NO, Z' 0.-0.5. ACN '0' DATE 0.-13-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,0;-:-''"\,''''/__, /JUU,.ICE OF INHERITANCE TAX
-li~~AI-SEH~:f~-: ~t.tOWANCE OR DISALLOWANCE
OF 'tl ED ttCT iONS AND ASSESSMENT OF TAX
2r.rl7 "'G ,...
UIJ 1';1': '-0 Ph'f2: 08
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'" ' ',"" ('('I'R-
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ELYSE E ROGERS ESQ L", " ~
KEEFER ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
--
*
REV-lS47 EX AFP (06-0S)
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST _ SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
( ) CHANGED
If an assass.ant was 1ssuad praY10UsIv, I1nas I', '5 and/or '., 17, ,. and ,. w1lI
reflect figures that inclUde the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. 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. Tax Due
X
TOTAL TAX CREDIT 19,201.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~ I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D'UED
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
StOcks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
663,376.72
.00
.00
37,350.02
.00
486,910.23
(8)
Closely Held StOck/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank DepOsits/Misc. Personal Property (Schedule E)
Jointly Owned Property (SchedUle F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. DebtS/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (SchedUle J)
14. Net Value of Estate SUbject to Tax
(9)
(10)
14,062.95
.00
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
746,881.14
426,692.88
.00
.00
X 00
X 045 =
X 12 =
X 15 =
(19)=
U (+)
INTEREST/PEN PAID (_)
947.37
.00
AMOUNT PAID
18,000.00
253.81
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with Your
tax payment.
1,187,636.97
16.n~? 9Ji
1,173,574.02
.00
1,173,574.02
.00
19,201.18
.00
.00
19,201.18