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HomeMy WebLinkAbout11-18-08COMMONWEALTH OF PENNSYL'JANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WHITLEY BRIDGET M SKARLATOS & ZONARICH LLP 17 S 2ND ST 6TH FLOOR HARRISBURG, PA 1 71 01-2039 -- fold ESTATE INFORMATION: ssN: ooo-oo-oooo FILE NUMBER: 2107-0493 DECEDENT NAME: GOODHART EDWIN E SR DATE OF PAYMENT: 1 1 / 1 8/ 2008 POSTMARK DATE: 1 1 / 1 7/2008 couNTY: CUMBERLAND DATE OF DEATH: 05/10/2007 REV-1162 EX(11-96) N0. CD 010533 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5202.65 TOTAL AMOUNT PAID: REMARKS: CHECK# 7600 SEAL INITIALS: CJ RECEIVED BY: 5202.65 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ---~~~~f' FOE UFO L'NHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ;4pp~AI~~ ~'~, A'i'LOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION F D¢DUCT~U~~~ ;AND ASSESSMENT OF TAX PO BOX 28D601 ~ ~~_~s -- HARRISBURG PA 17128-D601 REV-1547 EX AFP (06-05) 2008~QV f 8 P!~ 12~ ~9"`TE 11-10-2008 ESTATE OF GOODHART SR EDWIN E CL~~`a~ ~;' DATE OF DEATH 05-10-2007 Q~{~~"~.hti,~7 '~l~~T FILE NUMBER 21 07-0493 ,,, ,-., ~~COUNTY CUMBERLAND SRIDGET M WHITLEY ESQ C~'l`,'~ ~ - ACN 101 SKARLATOS 8~ ZONARICH APPEAL DATE: 01-09-2009 17 S MARKET ST FLR 6 (See reverse side under Objections) HBG PA 17101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________ REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GOODHART SR EDWIN E FILE N0. 21 07-0493 ACN 101 DATE 11-10-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; 14. Net Value of Estate Subject to Tax cl) .00 Cz) .00 C3) .00 C4) 106, 104.00 C5) 9,523.00 c6) .00 I7) 660, 378.00 Ca) 91,523.00 C9) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 776,005.00 Clo) 13.550.00 (11) 105.073.OD c12) 670,932.00 Non-elected 9113 Trusts (Schedule J) (13) .00 c14) 670,932.00 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) 670, 933.00 X 045 = 30, 192.00 17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00 19. Principal Tax Due C19)= 30, 192. DO ~~`PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 02-07-2008 CD009272 .00 30,OOD.00 INTEREST IS CHARGED THROUGH 11-25-2008 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT 30,000.00 BALANCE OF TAX DUE 192.00 INTEREST AND PEN. 10.65 TOTAL DUE 202.65 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 2008 0~ 18 ~~ 12~ 39 r ~,,: f:- r' ii, ~~ F~ !.:_ .'f t ~l ~>> ~V: Wi lr•,- J` ul .~ o 0 ,~ o ~ ~i ~ x ~ z a ~ J ~ J Q W y ~ ~ Z w (n Z w O ~ ® 0 Z Q O ~ w ~ (n m ~_ ~ ~ r a ~ `~ _ '~ ° ~~~tt OF %" -,-~i~~'S C0~ ,- - N ~_ = O ~_ ~_ a~ U o = U M ~ ~ '''' M _ O ~ ~ ' ~ ~ = -_ O ~U O ~t~ _ ~ _ ~ ~ ~ oQ c 2~ = ~_ ^~^,, L _ ~ ~ _ ~ Q ~ N O L = a~~ Um = ~ U ~- U