HomeMy WebLinkAbout10-08-10NOTICE OF INHERITANCE TAX penll~J~/~Va111a ~ ~ ^
BUREAU OF INDIVIDUAL TAXES A,~'PR~~;I~SEMENT;~"''=AFf~~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION aJF . DEAUCT,Ii~N~ AND ASSESSMENT OF TAX REY-1547 EX AFP C12-09) r
PO BOX 280601 ' - - - _ _
HARRISBURG PA 17128-0601 ~~~
,~:~~~~ ~~~~ _ ~~;~ ~~Y ~ ~ DATE 10-04-2010
ESTATE OF GOODMAN BURTRAM
DATE OF DEATH 12-01-2009
' [_' "~`` ~ ~ FILE NUMBER 21 09-1122
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~'~~ " ~`' _ ~ `~''~ COUNTY CUMBERLAND
DALE F SHUGHART JR ES'Q4 ''-' -'.?~ ACN 101
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10 W HIGH ST APPEAL DATE: 12-03-2010
C A R L I S L E P A 17 013 (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 ~--
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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: GOODMAN BURTRAM FILE N0.:21 09-1122 ACN: 101 DATE: 10-04-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 231,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
.0 0 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) •~ U tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 28, 128 .80
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 25$, 627.92
8. Total Assets (8) 518 , 256.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5 0,2 5 6.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,6 4 8.5 9
11. Total Deductions tll) 51,904.96
12. Net Value of Tax Return C12) 466, 351 .76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 466, 351.76
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 CollaterallClass B rate
19. PrinciRal Tax Due
TAX CREDITS:
c15) .00 x 00 = .00
c16) 466.351.76 X 045 = 20,985.83
c17) _ oo_ x 12 = . 00
c18) .00 X 15 = .00
C19)= 20, 985.83
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-25-2010 CD012391 1,049.29 19,950.00
TOTAL TAX PAYMENT 20,999.29
BALANCE OF TAX DUE 13.46CR
INTEREST AND PEN. .00
TOTAL DUE 13.46CR
* 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. ~~~