HomeMy WebLinkAbout07-17-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~',. ^` `~1~1iICErQF INHERITANCE TAX
___APPBpISEt~FNT,_ALLOWANCE OR DISALLOWANCE
_`.:0€-I~E~UCTIpNS AND ASSESSMENT OF TAX
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JOEL R ZULLINGER
ZULLINGER DAVIS PC
14 N MAIN ST STE 200
CHAMBERSBURG PA
17201
REV-1547 EX AFP (01-09)
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 ---- -1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ ________
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 C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL 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,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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 8.34 3.4 3
6. Jointly Owned Property (Schedule F) (6) 1 , 483.05
7. Transfers (Schedule G) (7) 48,878.08
8. 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. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
25,582.61
(9)
(10) 4.343.8
(11) 99.9 6.44
(12) 302,521.20
Non-elected 9113 Trusts (Schedule J) C13) .00
(14) 302,521.20
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 302,521.20 X 045 = 13,613.46
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 13, 613.46
rex rornr~re.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
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 TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 DUE ~~ )
A REFUND. SEE REVERSE SIDE of Turs FnaM Fnc rucrcnrTrnuc . i