HomeMy WebLinkAbout08-22-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION APPRAI NOTICE flF INHERITANCE TAX
$EMEHT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
REV-1547 EX AFP C06-05)
,~; '~' .°..i'~ `) ~'. ! • 3J DATE 08-25-2008
ESTATE OF GARMAN ERNEST B
r,; ~_,-I, -. ._ DATE OF DEATH 03-27-2008
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`~_" ~ '' FILE NUMBER 21 08-0368
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ANDREW C SHEELY _
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' ~ COUNTY CUMBERLAND
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, ACN 101
127 S MARKET ST APPEAL DATE: 10-24-2008
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND NCO COURT HOUSE
CARLISLE, P,4 17013
a
CUT ALONG THIS LINE ---- --~ RETAIN LOWER PORTION FOR YOUR RECORDS F'-- _ _____
-------------------- ----------------------- _____
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF GARMAN ERNEST B FILE N0. 21 08-0368 ACN 101 DATE 08-25-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANIGED SEE ATTACHED NOTICE
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) .00 NOTE: To insure proper
(2L 118 , 454.10 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
(4) .00 tax payment.
(5)__ 113 , 982.41
(6) 45, 445.26
c7) .00
(B) 277, 881.67
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 12,022.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 195 97
11. Total Deductions (11) _ 17• 18.03
12. Net Value of Tax Return (12) 265,663.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13) 500.00
(14) 265, 163.64
NOTE: If an assessment was
reflect figures that
ASSESSMENT OF TAX: issued previously,
include the total lines
of ALL 14, 15 andAor 16, 17, 18
returns assessed to date. and 19 will
15. Amount of Line 14 at Spousal rate (lg) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 260,163.64 X 045 _ 11,707.37
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 5, 000.00 X 15 _ 750.00
19. Principal Tax Due
TAX CRETITTC (19)= 12,457.37
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-12-2008 CD009875 622.87 11,834.55
TOTAL TAX CREDIT 12,457.42
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. `
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 Ex (6-il9)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAM
Garman, Ernest B
BY
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE
2108-0368
Justin R. Gilmore IACN
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Charitable bequest was moved from line 15 to line 13 on the recapitulation page.
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