HomeMy WebLinkAbout08-03-07
08-06-2007
WARCHOLAK
09-06-2006
21 06-0822
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
-"-r.~...,_.,~..~~.I..SE. M.ENT, ALLOWANCE OR DISALLOWANCE
''':~;,,:, -',,::: jlVii:'f,til:T1lJNS AND ASSESSMENT OF TAX
",.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
1"..-' 1,.
2001 AUG -3 PM~: 20
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
CLERK OF
ESQ q~f,t!~N'S COURT
ClIl":j, r; ,,',~-
.. " ~~_.1 ;'oj ~ ::') Pi\,
PA 17070
*'
REV-1547 EX AFP (06-05)
TIMKO
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARCHOLAK TIMKO FILE NO. 21 06-0822 ACN 101 DATE 08-06-2007
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
ITS:
A NT
DATE
12-04-2006
06-06-2007
TAX RETURN WAS:
) ACCEPTED AS FILED
( X) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.00
124,475.66
.00
.00
78,049.53
.00
101,454.88
(8)
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
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; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
40,856.93
5,564.91
NOTE:
(15)
(16)
(17)
(18)
.00 X
257,558.23 X
.00 X
.00 X
T
+
PAID (-)
473.68
.00
R T
NUMBER
CDo07508
CDo08257
AMOUNT PAID
9,000.00
1,501.79
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
303,980.07
(11)
(12)
(13)
(14)
41i.4?1.84
257,558.23
.00
257,558.23
00
045 =
12 =
15 =
.00
11,590.12
.00
.00
11,590.12
(19)=
TOTAL TAX CREDIT 10,975.47
THE BALANCE OF TAX DUE 614.65
INTEREST AND PEN. 10.23
TOTAL DUE 624.88
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ )
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE D~
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIDNS.)
INTEREST IS CHARGED THROUGH 08-21-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
..
REV-14'"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
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0822
101
Warcholak, Timko
Daniel Heck
ITEM
SCHEDULE NO.
F 1
EXPLANATION OF CHANGES
This account has been removed from the return as jointly held assets between the
decedent and spouse are entireties property and not reportable for inheritance tax
purposes.
G 2,3,4
"In Trust For" accounts are fully taxable with no $3,000 exclusion allowed, see Section
2107(c) (7) of the Inheritance Tax Act of 1991.
H B-1
Reduced to $10,500.00. Personal representative fees can only be claimed against
probate assets.
ROW
Page 1