HomeMy WebLinkAbout05-17-10~~-,~~_{~Nfl~T~,C~K+~ ERITANCE TAX pennsy van~a ~
APPR1~3~~'EFf~NT~ A~ ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ r ' ~'`" ~ F11 ,
INHERITANCE TAX DIVISION OR~~,E'D~~'~D1~~;4~. D ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~~~ ~~~ ~ 7 ~~ 2• ~~ DATE 05-10-2810
ESTATE OF GOODHAR~ LISA K
~~FR~~~'~ DATE OF DEATH 04-08-2009
Q~$~{-j,~,~'~j `Q~,r~T FILE NUMBER 21 09-089
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MICHAEL A SCHERER ESq ~ ACN 101
OBRIEN ETAL APPEAL DATE: ~7-09-2010
19 W SOUTH S T (See reverse side unde~ Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 170.3
IN LOWER POR
TION
FOR YOUR RECORDS ~
CUT ALONG THIS LINE
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE _
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOODHART LISA KFILE N0 .:21 09-0389 ACN: 1~1 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 227, 985. q0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
57,868.0 credit to your account,
C2)
submit the upper portion
a 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) '
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,5 8 9.0 2
6. Jointly Owned Property (Schedule F) C6) •~
7. Transfers (Schedule G) (7) 1 , 121 . ~5
8. Total Assets C8) 289 , 563.57
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 7.0 5 3.8 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8 0,816. 3
11. Total Deductions C11) 107,870.56
12. Net Value of Tax Return C12) 181 , 693.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 181 , 693. O1
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) 71 , 725.14 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 109.967.87 X 045 = 4, 948.55
17. Amount of Line 14 at Sibling rate C17) . 00 X ~, 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X~~115 .0 0
19. Principal Tax Due ~, C19)= 4, 948.55
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-08-2009 CD012081 .00 4,948.5
TOTAL TAX PAYME T 4,948.55
BALANCE OF TAX UE .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. ~'°~,~