HomeMy WebLinkAbout12-03-10`~" r r~`i ~~ , , ~ ; ~;~-h( 'NICE OF INHERITANCE TAX
APPRAZS~;MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXESE'~ ~',, y;
INHERITANCE tax nrvlsloN `~OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-O6D1 ~ ~ ~ ~~~ r ~ ~~ ~ ~ '
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MICHAEL CHEREWKA ESQ
624 N FRONT ST
WORMLEYSBURG PA 17043
(1) 196, 725.36
(2) 118 , 672 .82
(3) .00
(4) .00
(5) 18, 236.52
(6) 13, 901.25
(7) 22, 699.91
CUT ALONG THIS LINE -~ --RETAIN-LOWER-PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOODYEAR JEAN EFILE N0.:21 09-1185 ACN: '101 DATE: 11-29-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvan~a ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09) 7
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
($) 370 , 235.86
(9) 26 , 297.62
(lo) 22, 777.08
(11) 49, 074.90
11. Total Deductions 321,1b0.96
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
Tax
t t
bj
t
S
t (14) 321, 160.96
14. ec
o
u
e
a
Net Value of Es
NOTE: If an assessment was issued previously, lines 14, 15 and/or lb, 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3 1 .160.96 x 045 = 14,452.25
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 14,452.25
TAY f DCTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-11-2010 CD012451 657.89 12,500.00
09-17-2010 CD013380 .43- 1,295.37
DATE 11-29-2010
ESTATE OF GOODYEAR JEAN E
DATE OF DEATH 12-14-2009
FILE NUMBER 21 09-1185
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-28-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 14,452.83
BALANCE OF TAX DUE .58CR
INTEREST AND PEN. .00
TOTAL DUE .58CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.