HomeMy WebLinkAbout08-14-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~`NOT~ICE OF INHERITANCE TAX
~' ".~AP1~ItA~~SEMENT, ALLOWANCE OR DISALLOWANCE
,`; ~,~QF'~~DUCTIONS AND ASSESSMENT OF TAX
~g ~~G ~ ~ ~ 12~ i ~
c~~~~ ~F
QRPN~-'S ~Q~JRT
JOHN M GARBER ES~~~~~~ 4-;~?R`~! ~3 ~/~~, PJ~.
GARBER K GARBER
40 S DUKE ST
YORK PA 17401
cl) .00
c2) 20 , 558.85
c3) .00
c4) .00
c5) 119 , 957.76
c6) .00
cn .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WELLS GOLDA I FILE N0. 21 08-0509 ACN 101 DATE 08-10-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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
REV-1547 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 140,516.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,162.85
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.9 25.8 3
11. Total Deductions C11) 71 .088.68
12. Net Value of Tax Return C12) 119,427.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 119,427.93
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 C16) • 00 X 045 = . 00
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) 119,427.93 X 15 _ 17,914.19
19. Principal Tax Due c19)= 17, 914.19
TAY /`DCTITTC.
AY NT
DATE IP
NUMBER ISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-10-2008 CD009997 710.53 13,500.00
03-20-2009 CD011018 34.50- 3,738.16
TOTAL TAX CREDIT 17,914.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. ' /
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR. INSTRUCTIONS.)
DATE 08-10-2009
ESTATE OF WELLS GOLDA I
DATE OF DEATH 04-11-2008
FILE NUMBER 21 08-0509
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-09-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013