HomeMy WebLinkAbout05-21-10~, ~OT4~,~~^;~QF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES '-AI~I~A~,~~EN ' ~^ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION .- Of : IIE;D!l~~;'IDNS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ;`<<- :'.~~~~-'' `"'
HARRISBURG PA 17128-0601
~~~~~'~ ~~ 1~?~~' ~~ DATE 05-17-2010
ESTATE OF GOONEY CATHERINE E
~L~~ / r~r DATE OF DEATH 10 -18 - 20 08
r~~ ~,
a~~~~~~~~~ ~(~~~~~ FILE NUMBER 21 09-0445
'~, -~- ~ ~~ ~~~~ , ~#~. COUNTY CUMBERLAND
ROBERT P KL I NE ~~ ~~ ~ `' - ~ ACN 101
KLINE BRIDGE ST APPEAL DATE: 07-16-2010
P 0 BOX 4 61 (See reverse side under Objections )
NEW CUMBERLAND PA 17070 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 ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOONEY CATHERINE EFILE N0.:21 09-0445 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 139, 900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 0 5.71
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 140 , 105.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 8.36 5.19
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 147,383.10
11. Total Deductions C11) 175,748.29
12. Net Value of Tax Return C12) 35,642.58-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 35,642.58-
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
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:
cls) .00 X 00 = .00
C16)_ _ 00 x 045 = . 00
c17) _ 00 x 12 = . 00
c18) .00 X 15 = .00
C19)= nn
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.
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