HomeMy WebLinkAbout01-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. ,,..__,NpTICE DF INHERITANCE TAX
'AP,PRAIS~MENT, ALLOWANCE OR DISALLOWANCE
OF DfDUCTIDNS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-OB)
~L~~~ `~~~ ~~ Pik f2' 3~ ESTATE OF GARTMAN009 WILMER F
DATE OF DEATH 06••27-2008
C~`~;E{ ~~• FILE NUMBER 21 08-0770
ORPH~.~1'S ~r,(~~T COUNTY CUMBERLAND
PETER B FOSTER CL~~!'~'~:~r",~'.,'`. 1 -`;r} ~A ACN 10]l
114 SOUTH ST APPEAL DATE: 03-28-2009
HBG PA 17101 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ E~ ___________________
REV-1547 EX AFP C12-08] NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE nF GARTMAN WILMER F FILE N0. 21 08-0770 ACN 101 DATE 01-27-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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) .00 NOTE: To insure proper
(2) .00 credit to Your account,
.00 SUbmlt the upper pOrtlOn
(3) of this form with your
(4) 26,603.54 tax payment.
(5) 163,436.55
(6) .00
(7) .00
(8) 190,040.09
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,421.83
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
(11) 1~.4?1.83
11. Total Deductions 176,618.26
12. Net Value of Tax Return (12) .00
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le ,I) (13)
. 176,618.26
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) . X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 176,618.26 X 045. 7,947.82
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) •00 X 15 = .00
(Lq). 7, 947.82
19. Principal Tax Due
INA VRGLIIJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-16-2008 CD010283 397.39 7,947.82
TOTAL TAX CREDIT 8,345.21
BALANCE OF TAX DUE 397.39CR
INTEREST AND PEN. .00
TOTAL DUE 397.39CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. i~
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 FDRM FOR INSTRUCTIONS.)