HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
'~'Xl~R!RAF ~ T,~. ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES .-. r
INHERITANCE 7AX DIVISION ^' ~~ ~~I~11 ~~'DNS AND ASSESSMENT OF TAX
PO BOX 280601 ~. ~. t u ' ~~
HARRISBURG PA 17128-0601 ~ 4~r -
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SUSAN J HARTMAIS~EJ1~~"~'~; ,`..~C ~ !';~1 PA.
DUNCAN ~ HAARTMAN
1 IRVINE ROW
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-22-2010
ESTATE OF GOODHART JAMES H
DATE OF DEATH 02-07-2009
FILE NUMBER 21 04-0239
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
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 ~
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOODHART JAMES HFILE N0.:21 09-0239 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 121,153.00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 639.23 credit to your account,
. 00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,340.05
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 20,OD1.41
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A (8) 145,183.69
8. sse
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al
To
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5.43 9.01
1D. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 94 1.86
(11) 6,380.87
11. Total Deductions 802.82
138
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Subject to Tax
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l (14) 138,802.82
14. a
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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.
ASSESS MENT 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 t16) x 045 = .00
17. Amount of Line 14 at Sibling rate C17) ~. ;.01 x 12 = 14,426.76
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 18,579.81 )( 15 = 2,786.97
19. Principal lax Due (19)= 17,213.73
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
r04-27-2009 CD011164 860.69 16,500.00
TOTAL TAX PAYMENT 17,360.69
BALANCE OF TAX DUE 146.96CR
INTEREST AND PEN. .00
TOTAL DUE 146.96CR
~ 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. n
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