HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~-, r, OTI _ .-O,F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~' ~Jlp~p~jy~I ~F(~N ,'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,~0~`~1ED,UCTION~S AND ASSESSMENT OF TAX
PO BOX 280601 ~ _
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP CO1-09)
~~~~ ~~~ I ~ P~ ~~ Z ~ DATE 06-15-2009
ESTATE OF GARTMAN WILMER F
DATE OF DEATH 06-27-2008
G~.~~i~. Q~ FILE NUMBER 21 08-0770
QF~PH,~~~~ COURT COUNTY CUMBERLAND
PETER B FOSTER ESQ CUI~"'-r` ',~'' ~~+'~, PA ACN 101
114 SOUTH ST APPEAL DATE: 08-14-2009
H BG 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 ~ --------------
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARTMAN WILMER F FILE N0. 21 08-0770 ACN 101 DATE 06-15-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00
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:
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
C2) .00
c3) .00
c4) .00
c5) 1,817.61
c6) .00
n) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
CB) 1,817.61
.00
C9)
cio) .00
(11) - 00
C12) 1,817.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 178,435.87
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate I16) 178,435.87 X 045 = 8,029.61
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .0 0
19. Principal Tax Due C19)= 8, 029.61
TAY f QCIITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-16-2008 CD010283 401.48 7,947.82
TOTAL TAX CREDIT 8,349.30
BALANCE OF TAX DUE 319.69CR
INTEREST AND PEN. .00
TOTAL DUE 319.69CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE l,~,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)