HomeMy WebLinkAbout03-05-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
::;'r:(V"C:\C~P~~~"M,~' ALLOWANCE OR DISALLOWANCE
, .!.,..).I, ';'_'_; \D'~; fiii:lu~noNs AND ASSESSMENT OF TAX
02-27-2007
GOODYEAR
05-24-2004
21 05-0833
CUMBERLAND
101
APPEAL DATE: 04-28-2007
( See reverse side ullder Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
_ ~AU OF INDIVIDUAL TAXES
I'MIAITANCE TAX DIVISION
PO BOX 281601
~ISBURG PA 17128-0611
,,,.-..,'-- I '.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
2007 f~ft,R -5 PM I: 23
C' !=r.~r'< nr::
~;... I Vi
flDPH ,. 1'0 ("f)' 'cT
JOSEPH DBUCKLEY ~:SPI:-':...I(:\:\' \);j'/l)d ,
J D BUCKLEY LAW dP~~' . ,\ p,~
1237 HOLLY PIKE
CARLISLE PA 17013
*
REV-lS47 EX AFP <06-05)
PAULINE
TO:
~~!_~~~~~_!~!~-~!~~------~--_!~!!!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GOODYEAR PAULINE FILE NO. 21 05-0833 ACN 101 DATE 02-27-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expansas/Ad.. Costs/Misc. Expansas (Schadula H)
10. Dabts/Mortgaga Llabl1ltlas/Llans (Schadula I)
11. Total Daductlons
12. Nat Valua of Tax Raturn
15. Charltable/Govern.ental Bequests; Non-elected 9115 Trusts (Schedule J)
14. Net Value of Estate Subjact to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
5. Closely Hald Stock/Partnership Intarest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
a. Total Assets
Cl)
(2)
(5)
(4)
(5)
(6)
(7)
8,000.00
.00
.00
.00
.00
.00
.00
(8)
NOTE: To Insure proper
credit to your account,
sub.lt the upper portion
of this for. with your
tax pay.ent.
8,000.00
(11)
Cl2)
Cl5)
Cl4)
16.Q06.67
6,904.47-
.00
6,904.47-
(9)
ClO)
6,227.81
NOTE: If an assess.ent was Issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that Include the total of 6IJ.. returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate Cl5) .00 X 00 .. .00
U. A.ount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045.. .00
17. A.ount of Line 14 at Sibling rate Cl7> .00 X 12 .. .00
11. A.ount of Line 14 taxable at Collateral/Class B rata (11) .00 X 15 .. .00
19. Principal Tax Dua (19)" .OD
+
INTEREST/PEN PAID (-)
DATE
NUMBER
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
8,n,."
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY IE ~J
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)~
~._--_._----
REV.1470 EX (_>
...... "......
~
*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Pauline S Goodyear
FILE NUMBER
REVIEWED BY
Deborah Washington
ACN
2105-0833
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-2 The claim for attorney fees has been reduced from $2,000.00 to $600.00. Information
submitted did not Indicate a demand for extraordinary services. The Department bases
its ruling on the assets filed for inheritance tax purposes, reasonableness, research and
complexity of the estate.
I 3 Reduced to $3,154.72. Real estate taxes are not allowable deductions for the years after
decedent's date of death.
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ROW
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