HomeMy WebLinkAbout07-17-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
„~';.;` ~'-` `•N1j7~I'CE~QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ _~Ap:PRAISEMFNT,`ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION y 0~',IfEpUGTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601
JOEL R ZULLINGER
ZULLINGER DAVIS PC
14 N MAIN ST STE 200
CHAMBERSBURG PA
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REY-1547 EX AFP (D1-09)
DATE 07-13-2009
ESTATE OF GOOHART GEORGE C
DATE OF DEATH 06-04-2008
FILE NUMBER 21 08-0685
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2009
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS E~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GOOHART GEORGE C FILE N0. 21 08-0685 ACN 101 DATE 07-13-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMEN TAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 130,514.71 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 3,22$,37 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14 8,343.43
6. Jointly Owned Property (Schedule F) (6) 1,48 3.05
7. Transfers (Schedule G) (7) 48,878.08
s. Total Assets (g) 332,447.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11
12
13
14
Total Deductions
Net Value of Tax Return
25,582.61
(9)
(lo) 4.343.83
C11) 29.926.44
(12) 302,521.20
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13) .00
Net Value of Estate Subject to Tax (14) 302,521.20
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)
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAY CRFTITTS~
.00 x 00 _ .00
302,52:L.20 X 045_ 13,613.46
.00 X 12 _ .00
.00 x 15 _ .00
(19)= 13,613.46
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-14-2008 CD010146 607.50 11,542.50
02-10-2009 CD010897 .00 1,399.72
03-26-2009 CD011045 .00 63.74
07-06-2009 SBADJUST .00 .19
TOTAL TAX CREDIT 13,613.46
BALANCE OF l"AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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" CCR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE DF THIS FDRM FOR INSTRUCTIONS.)