HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ''-r ;NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - ~`APP12A`TSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ,,, . -,
HARRISBURG PA 17128-0601
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BRIDGET M WHITLLUK~~~~SQ" ~^` '^r' pA
SKARLATOS & ZONARICH
17 S MARKET ST FLR 6
HBG PA 17101
REV-1547 EX AFP (06-05)
DATE l.1-10-2008
ESTATE OF GOODHART SR EDWIN E
DATE OF DEATH 05-10-2007
FILE NUMBER 21 07-0493
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-09-2009
(See reverse side under Objections)
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 POR_TION_ 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 ( ) CHANGED
RC,CRYAIlU1V VuNVEKNiNG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
,00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
106
104
00 of this form with your
,
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,523.00
6. Jointly Owned Property (Schedule F) (6) .00
7: Transfers (Schedule G) (7) 660,378.00
e. Total Assets (g) 776, 005.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 91,52 3.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13.550.00
11. Total Deductions (11) 10F:.073.00
12. Net Value of Tax Return (12) 670,932.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,1) (13) .00
14. Net Value of Estate Subject to Tax
(14) 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
(15) .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 C18) •0 0 X 15 _ .00
19. Principal Tax Due (19)= 30, 192.00
TeX CRFTITTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
02-07-2008
INTEREST IS CD009272 .00 30,000.00
CHARGED THROUGH 11-25-2008 TOTAL TAX CREDIT 30,000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 192.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.65
TOTAL DUE 202.65
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)