HomeMy WebLinkAbout10-07-04,, .
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TAE ~~
- CONNONN[ALTN OF PLNNBYLVANIA
~~ aUI1EAU a ENDIViDUAL TAXES
DL-ARTMLNT
OF R[VLNUL I
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xnanAylE uA •19u1a ~
RP`. 0411 NOTECE Of IMMERITAMCE TAM
' MUaILRAN. PA IrIt41611
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ARRAISEMEMx ALLOxANCE OR OISALIORANCf
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,{ DF DEDUCTIONS AND ASS[SSMENi OF TAX I
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i. ~ OATL 09-14-2004
LBTAT! OF GALE - -HONARD .~C '
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1 - ~ ~ ~ - OATL OF DL11TN 01-17-1998
1 ~i .ct ~ ~ FILL NVNLLR 21 98-0629'
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n- COUNTY ~ CUNBERLANO
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VICXY ANN ~~RIMNER'E50 ACN 101
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' ~ `~ .' NETTE'EVAN$t 6 NDODSIDE
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A•an Rqf i
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80X 5950 ~
j;+. ~ ~•HARRISLURO~ PA 17110-0950 '
,'$ ~ .MARL CN[CK PAYALLL~AND RLNIT PAYMENT TOe '
' REOISTER.OF NI!LS
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I t' ~: ~ ' CUMLERLAND' CO COURT HOUSE
-- CARLISLE,, PA ,17013 ~~ (,~
' CUT ALONG TMI8 LINE - RETAIN LOxLR PORTION fOR YOUR RLCOR09 ~ ~
~. RLV-Ibi7 EX AFP I01-03) NOTECL OF INHERITANCE TAX APPRIIISEMENTr ALLONANCL OR
DIBALLONANCL OF DLOUCTION9 AND A89L88MLNT OF TAX
LBTATIOF GALE - - -HOMARD'~ CfILL N0. 21 9B-0629 ACN 10] DAT[ 09-14-2009
TA% RFTVRN MASI 1 1 ACCFFTED AS FILED 1 XI CNANRED SEE ATTACHED NOTICE
- RLBLRYATEON CONC[RNENO FUTURE INTLRLeT - SLL RLVERBL ~.
APPR11I8[D VALUE OF RETURN LA8[0 ONt ORIGINAL RETURN
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1, Rw1
E•!d• 18pMdu1• AI ~ 131 ~ .00 NOTFI To fnars pro••r
' 2. Stoeb •Ir0 !•nd•ISeMdul• el . 121 •00 erWl! !e Your •eeeultx
3. CIep1Y 11•ld SfoW/hrln•rahlp Inbrut ISeMdul• CI 131 4.775,352.00OMI! !M wp•r porllon'
' 4. M•rllww•1/NOlo R•etlvtlL ISeMdub DI ~ 147 •00 ' of, lhl•}•rw w1lh ywr
' ~ b. GWerNI Dpe•!4/MLo. hrem•1 Prop•r!y ISeMdul• EI ~ Ibl ~ •00 !w p•ypvrl. -
i. Jolnlly 0•rr•d Prop•r!y ISch•dub FI 161 65,650.65
' 7. Tr•nH•r• ISehMUl~ 07. 171 •00 '
,. - a. TolRl'A•w!• lel 4.041. D02.65
AP-ROVID D[DUCTIONB AND LXEMPTEONBt .vt '..
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9, iwr•i [•p•n•uMXR. Cod•MLe. Exp•nu• ISeMdul• N1' 191 ,
. 1•. DM1Nbrtep• Lfsuul.du.n. Ixn.ale n u•I .DD
11. Tet•l D•Aroilenr ,. - 1111 en
' 12. Wt V•lIr of T•w blurn " 112) 4.091x002.65 .. i '(
31. CMr11WL/OOnnrwr6l 4pr•!•) Mn-•Ae4d 9113 Trv•!• ISeMdul• A 1131 .00
' lb N•t V•lw of EH~6 SWLat !• T•w ~ Ilgl 4x891 x002.65 ~ ~
NOTE t,. If an uuagaM Mat isaua0 prsviouelY, Iinu 34. 38 mtl/ar36, 17. 3L antl 39 NS31
. rafLet fi0urq Lf1aL inclutla tha total M ~,~, raLUrna ugnatl to. Rata.
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''A88186MLNT OP
TA%t 1 ,
.'4,485,415.70 00 .00
lb. AReunt of Llrr 14 •! Spwnl n!• Ilbl X ' `
~ ~ '. lk, Aslnt of L!n• 19 luWl• ~t Lfn••1/Clan A n!• 1161 355.588.93 y O6 . 21 x555.34
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'~ d7. Awl! o} LlM34 •t Slbllnv n!• - 1171 .00 X 00' , .00
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~ ' U. ARant of Lln• 14 t•x•bl• 11l Coli•t•r•1/Clso a rd• IIU .00 X 15 .00
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Prfnofnl is Pa• ~ 1191• 21x335.34
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OAT! - ~ NUMeER SMEREST/FEN MIO 1-1 AST MIO '
0 - -20 0 B 2x .6 -. ~ 9 x000.0
- TOTAL TAX CREDIT 95,604.39 I '
' ~ ~ LALANCE OF TA% DU! 74x349.05CR
INTEREST AND PCN. ~ .00~ S ~
' TOTAL DUE 741349.OSCR ~~\
• IF PAID AFTER DATE INOICATEOx SEE REVERSE 1 IF TOTAL WE IS LESS THAN Elx NO PAYMENT IS REWIRED.
fOR CALCULATION OF ADDITIONAL INTEREST.. IF TOTAL WE IS REFLECTED AS A "CREDIT" ICRIx YOU NAY RE WE
A REFUND. SEE REVERSE SIDE OF TM15 FORM FOR INSTRUCTIdI3.F
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~~>~ INHERITANCE TAX
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~ ~ EXPLANATION
~ LJMMONwEUTROfPENNSnvANU
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' DEPARTMENT OF REVENUE OF CHANGES
BUREAU Of,NDNIDUAL fA%EB
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~ .~ OEPT.tM001
RRI B R PA ,r19EM01 '
' DECEDENT'S NAME
GALE' HOWARD C FILE NUMEER
2198.0929
REVIEWEDer J Paul Dibert ~ - ncrl 101
eCHEDULE INDM E%PLANATIDN OF DHANDES ~ ~ `
.The original return as glad by Mr. Robert J Trace has been delotad In full. The sdJusbd
roturn glad by Ms Vicky Ann Trimmer of Mttte Evans and Woodside has been Insertod as ~~ '
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`°i ~ the on Inal return. All ad ustmants shown below are based on Ms. Trimmer's return
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' - C ' 1.. Adjuslod to i $ 4,281,122.00 ~ -
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' C 2 Adjuslod to $ 514,230.00 ,,,
' F 1 Included as the Joint owner never paid the taz. ACN 98121223 has been adjusted to zero
,' ~ as noted that the account was reported on this return ~ ,
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In Ms. Trimmers return no assets were listed on Sehaduia E and no deductions were
Iislod.
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Not ostate as adjusted S 4,1141,002.85
Less, Schedule F, for daughter at 6°/. ~ - 85.850.85
I 775 352.00
Net Probate Estate ~ 4, ,
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I Loss, Schedule C, Item 1, for ~ ~
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spouso, at 0%taz rate ~ ~ ~ -4.281.122.00
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' Net available fora life estate. 541,230.00. 514,230.OD
' Life Factor, age 77, 7.2°/., 1989 Tables .43817 ~ ~ ~ ' t ,
,Lilo Estate for spouse at 0% - •224.291.70 ~ ',„'~
RemaindarintorostTor ~ '
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' grandchildren at 6•/. ' S 289,838.30
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Tax Summary
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Tax at , ~ , ,
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' ' Schedule C, Item 1 ~ ~ - ~ i 4,281,122.00
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Llfa Estato 224.291.70
Total at spousal rata ~ ~ ~ S 4,485,413.70
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. ~ Tax at 6°/% ,
' Schodulo F, all (toms i 65,850.85
' Romaindor Interost ~ 5289.938.30 '
S 355,588.95 ~ i
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