HomeMy WebLinkAbout04-18-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
''''TDEP,ARTMENT OF REVENUE
f I~' ;'~ ~ I .~. ;: C'.
., ' ~OTICE OF INHERITANCE TAX
C:F( ~'~':Tt~P'P8~I#H~.~T. ALLOWANCE OR 01 SALLOWANCE
-- - OF DEDUCTIONS AND ASSESSMENT OF TAX
*
REV-1547 EX AFP (06-05)
zono APR I 8
PM 12: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-14-2008
BARANSKI
05-30-2007
21 07-0566
CUMBERLAND
101
APPEAL DATE: 06-13-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CARL
T
CLERK OF
ORPHAN'S COURT
CUI, ,l!,~,J, '-'';i':, it' Pfl
i\j"" :t i',~ 'j,,) ~". i r.
JOHN MEAKIN
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
TO:
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 BARANSKI CARL T FILE NO.21 07-0566 ACN 101 DATE 04-14-2008
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1- Real Estate (Schedule A) (1) 145,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 250.447.37 credit to your account.
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 399.406.61
6. Jointly Owned Property (Schedule F) (6) 61,604.60
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 856,458.58
APPROVED DEDUCTIONS AND EXEMPTI ONS : 56,027.20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Il (10) 9.505.90
11. Total Deductions (11 ) 61i.1i33.10
12. Net Value of Tax Return (12) 790,925.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 790,925.48
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 A.b.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) 790,925.48 X 12 = 94,911.06
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19) = 94,911.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-17-2007 CD008570 3,947.37 75,000.00
01-25-2008 CDOO9211 .00 15,963.81
TOTAL TAX CREDIT 94,911.18
BALANCE OF TAX DUE .12CR
INTEREST AND PEN. .00
TOTAL DUE .12CR
9?J
* IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN *1. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)