HomeMy WebLinkAbout05-07-10~.~,-,~.~ r^~t ~ ~~' ~ OF INHERITANCE TAX
~'' `•' JA~'A'~I_~~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ,
INHERITANCE TAX DIVISION 1 'v~4. ,, t ",~F`_ tJ~~~is•~IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
STEPHEN L BLOOM
IRWIN ~ MCKINGHT
60 W POMFRET ST
CARLISLE
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PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-03-2010
ESTATE OF GOODHART LEE E
DATE OF DEATH 04-24-20109
FILE NUMBER 21 09-04'69
COUNTY CUMBERLA'~ND
ACN 101
APPEAL DATE: 07-02-2010
(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 YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ---
ENT, ALLOWANCE -
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: GOODHART LEE EFILE N0.:21 09-0469 ACN: 101 DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 55, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,717.6 Q credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C) C3)
'0 Q submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 p tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 82, 180.44
6. Jointly Owned Property (Schedule F) (6) •0 ~
7. Transfers (Schedule G) C7) 236,240.46
8. Total Assets ($) 377 ,138.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11.6 3 2.2 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,0 6 2.3 6
11. Total Deductions C11) 13, 694.59
12. Net Value of Tax Return C12) 363,443.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 363,443.91
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 363. 443.91 X 045 = 16,354.98
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 16,354.98
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-23-2009 CD011523 289.47 5,500.00
11-20-2009 CD012014 .00 10,565.51
TOTAL TAX PAYMENT 16,354.98
BALANCE OF TAX D~JE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~