HomeMy WebLinkAbout09-12-08 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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""' - .. APPRA-I&EMENT, ALLOWANCE OR DISALLOWANCE
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ANDREW C SHEELY ESQ~~'~' _ ~
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
REY-1547 EX APP C06-05)
DATE 09-15-2008
ESTATE OF G(1FF JR HARRY L
DATE OF DEATH 08-15-2007
FILE NUMBER 2l. 07-0873
COUNTY CUMBERLAND
ACN 1(11
APPEAL DATE: 11-14-2008
(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 F- --------------
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GOFF JR HARRY L FILE N0. 21 07-0873 ACN 101 DATE 09-15-2008
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) (1) 204,557.40
2. Stocks and Bonds (Schedule B) (2) 210,760.41
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15,320.54
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 89,401.21
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
520,039.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,434.90
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,169.31
11. Total Deductions C11) 26.604.21
12. Net Value of Tax Return C12) 493,435.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax C14) 493,435.35
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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 493, 435.35 X 045 = 22, 204 .59
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) •00 X 15 _ .00
19. Principal Tax Due (19)= 22,204.59
TAY CRFIITTS.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-09-2007 CD008940 1,078.95 20,500.00
05-14-2008 CD009722 .00 625.67
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 22,204.62
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
C IF TOTAL DUE IS LESS THAN lsl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)