HomeMy WebLinkAbout01-17-12~ ~ • ~ NOTI~C•E~ INHERITANCE TAX
APPRAISEMEN7~''~-A 'LOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES :' ~
INHERITANCE TAX DIVISION ~-DF. DEDUCTIb~I~ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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JAMES D HUGHES ESQ
354 ALEXANDER SPRING RD
CARLISLE PA 17015-7451
Pennsylvania : ~~`~"
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-11)
DATE 01-10-2012
ESTATE OF GOODLING HELEN M
DATE OF DEATH 01-22-2011
FILE NUMBER 21 11-0225
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2012
(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
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEM
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ENT, ALLOWANCE ---
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DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: GOODLING HELEN MFILE N0.:21 11-0225 ACN: 101 DATE: 01-10-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: T o ensure proper
2. Stocks and Bonds (Schedule B) (2)
credit
to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
'00 SUbmlt
of this the upper pOrtlOn
form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 20,229.18
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) b4,695.64
8. Total Assets (8) 84,924.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.730.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 360.77
11. Total Deductions (11) 4, 091.05
12. Net Value of Tax Return (12) 80,833.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 80,833.77
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 (16) 80 .833.77 x 045 = 3, 637.52
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 X 15 - .00
19. Principal Tax Due (19)= 3,637.52
TAX CREDITS:
PAYMENT REC IPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-13-2011 CDO1'4298 1b8.42 ?'i,200.00
08-17-2011 CD014860 .00 269:1 0
TOTAL TAX: PAYMENT 3,637.52
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" (CR), YOU MAY BEE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS