HomeMy WebLinkAbout05-26-06
05-22-2006
GARMAN
03-14-2005
21 05-0296
CUMBERLAND
101
APPEAL DATE: 07-21-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFp-coj:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RAY E FILE NO. 21 05-0296 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DONNA M MULLIN
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17036
ESTATE OF
GARMAN
REV-1547 EX AFP (06-05)
RAY
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 05-22-2006
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
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
.00
960,834.19
278,988.00
5,685.00
183,746.93
3,049.58
.00
(8)
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
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
21,499.50
12.705.66
(11)
ll2)
(13)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,432,303.70
34.205 16
1,398,098.54
.00
1,398,098.54
NOTE:
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
ll5)
ll6)
ll7J
(8)
.00 X 00 = .00
1,398,098.54 X 045 = 62,914.43
.00 X 12 = .00
.00 X 15 = .00
ll9)= 62,914.43
/Kr.\,r.U'. {+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-13-2005 ,t CD005432 2,947.37 56,000.00
03-01-2006 CD006388 .00 3,967.06
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-02-2006 TOTAL TAX CREDIT 62,914.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. 54.94
TOTAL DUE 54.94
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
7"
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