HomeMy WebLinkAbout05-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOEL R ZULLINGER
ZULLINGER DAVIS PC
14 N MAIN ST STE 200
CHAMBERSBURG PA
NOTICE,~,~FINHERITANCE TAX
A~k~';a'p}~S'~~C~~i'!"~~ r~l~J~!OWANCE OR DISALLOWANCE
~~ ~DEITUCTE,flNS~.AND ASSESSMENT OF TAX
2Q ~ ~ ~~Y 17 P~ 2~ 35
CL~~~C r~}-
0~?~H~^''S ~.o~~~T
17201
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-10-2010
ESTATE OF GOODHART BETTY R
DATE OF DEATH 09-20-2009
FILE NUMBER 21 09-0895
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-09-2010
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOODHART BETTY RFILE N0.:21 09-0895 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,222.8 0 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 18,264.12
6. Jointly Owned Property (Schedule F) (6) 6,750.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 29 , 236.92
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10.601.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 136.57
11. Total Deductions C11) 10,738.56
12. Net Value of Tax Return (12) 18,498.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 18,498.36
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 18 .498.36 X 045 = 832.43
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 )( 15 = .00
19. Principal Tax Due (19 )= 832.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-14-2009 CD012119 41.62 790.81
TOTAL TAX PAYMENT 832.43
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. r~\-.`\