HomeMy WebLinkAbout03-17-06
03-20-2006
GOHO
05-04-2005
21 05-0432
CUMBERLAND
101
APPEAL DATE: 05-20-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PY!_~~9~~_!~~~_~~~~______~___!~!~!~-~g~~~-~g~!!9~_E9~-rg~!_~~~g~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDGAR L FILE NO. 21 05-0432 ACN 101 DATE 03-20-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
C'l
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
GREGORV S CHELAP ESQ
SKARlATOS & ZONARICH
17S 2ND ST 6TH FLR
HBG PA 17101
ESTATE OF
GOHO
REV-1547 EX AFP (06-05)
EDGAR
L
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
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
TAX CREDITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
8.,691.17
.00
64,222.63
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,484.15
33.01
(11)
(12)
(13)
(14)
NOTE:
.00 X 00 =
68,396 .64 X 045 =
.00 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
72,913.80
4.517 16
68,396.64
.00
68,396.64
(19)=
.00
3,077.85
.00
.00
3,077.85
. .. " ....n KI:.LI:..1I'" I {+J AHOUNT PAID
DATE I NUHBER INTEREST/PEN PAID (-)
07-27-2005 .J CD005634 147.37 2,800.00
INTEREST IS CHARGED THROUGH 04-02-2006 TOTAL TAX CREDIT 2,947.37
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 130.48
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.43
TOTAL DUE 131.91
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. J~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE oW
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
('
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2105-0432
101
Goho, Edgar L.
Daniel Heck
ITEM
SCHEDULE NO.
H B-1
EXPLANATION OF CHANGES
Reduced to $500.00. Personal representative fees can only be claimed against probate
assets.
H B-2
The claim for attorn~y fees has been reduced from $4,500.00 to $2,500.00. Information
submitted did not indicate a demand for extraordinary services. The Department bases
it's ruling on the assets filed for inheritance tax purposes, reasonableness, research and
complexity of the estate.
ROW
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