HomeMy WebLinkAbout12-05-07
DATE 11-26-2007
ESTATE OF KRIZAK CAROL YN R
DATE OF DEATH 06-13-2007
FILE NUMBER 21 07-0675
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2008
( See reverse side under Ohjections)
Amount Remittedl 1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -. RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRIZAK CAROLYN R FILE NO. 21 07-0675 ACN 101 DATE 11-26-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
o~('npn~n ri;:~I~pTjTCE OF INHERITANCE TAX
"., ",.i ''-' -APPRAl:~I'tE''fT. ALLOWANCE OR DISALLOWANCE
'j :.' d~F:DE~U~~IONS AND ASSESSMENT OF TAX
2007 DEe ~5 PM 12: 33
"! rp:1 c'~
\-,,-C ",\ "'
ORP'-i,')\I':::: '-:'llIRT
J , ! .' 'i . ',' , ": "~
CI I" " " ~ C'A
.....'..
DAVID A HAMIL TON
HAMILTON & MUSSER
176 CUMBERLAND PKY
MECHANICSBURG PA
17055
J
'*
REV-15~7 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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 ALL 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
R DITS:
PAYM NT
DATE
09-12-2007
09-12-2007
11-19-2007
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. 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1,649,289.03
.00
.00
172,804.59
.00
698,161.33
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. CostS/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
22,410.05
(9)
(10)
7,415.59
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE:
(15)
(16)
(17)
(18)
.00
2,490,429.31
.00
.00
X 00
X 045 =
X 12 =
X 15 =
TA
RECEIPT
NUMBER
CD008667
CD008668
SBADJUST
DISCOUNT (+)
INTEREST/PEN PAID (_)
4,032.60
1,570.86
.00
AMOUNT PAID
76,619.45
29,846.40
.01
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
2,520,254.95
?9.A?Ji ~G
2,490,429.31
.00
2,490,429.31
(19)=
.00
112,069.32
.00
.00
112,069.32
112,069.32
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDe OF THIS FORM FOR INSTRUCTIONS.)