HomeMy WebLinkAbout10-29-10_ NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES `T' APPRALSEMF~MI', ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
'; :` ~ !, ~ DATE 10-25-2010
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ESTATE OF GARRISON ERNEST R
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_ DATE OF DEATH 12-01-2009
~''' FILE NUMBER 21 09-1162
~ ~' COUNTY CUMBERLAND
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DONALD J STRUN~4~~ ~ ~- - ~' ACN 101
304 ROSS STREET APPEAL DATE: 12-24-2010
SUITE 7 0 2 (See reverse side under Objections )
PITTSBURGH PA 15219 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS-LINE-- - -~ RETAIN-LOWER-PORTION-FOR YOUR-RECORDS ~ -
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REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GARRISON ERNEST RFILE N0.:21 09-1162 ACN: 101 - ---------------
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OR
DATE: 10-25-2010
TAX RETURN WAS: t X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 112,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 187,435.44 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 337,340.06
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 302, 050 .20
8. Total Assets c8) 939, 025.70
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 2 7,6 8 6.3 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4 34.9 7
11. Total Deductions (11) 28, 121.30
12. Net Value of Tax Return C12) 910,904.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 910 , 904 .40
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 91~ .9~4.40 x 045 = 40,990.70
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19 )= 40,990.70
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-18-2010 CD012370 1,947.37 37,000.00
OS-25-2010 CD013262 .00 2,043.33
TOTAL TAX PAYMENT 40,990.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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