HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:,-,(,,,r-r\[[,\ f1f(9J':ro (OF INHERITANCE TAX
:::-',i;!APPRMSEHENT'; ~LLOWANCE OR DISALLOWANCE
"C(S:of[O~IfutT'IONS AND ASSESSMENT OF TAX
;-1,.\.,.........~:'...li ..~l ~ ,--.,-, ,'I -.
DATE 04-14-2008
ESTATE OF CSAJKA LUCY L
DATE OF DEATH 03-17-2007
FILE NUMBER 21 07-1082
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-13-2008
( See reverse side under Objections)
Amount Remittedl I
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 CSAJKA LUCY L FILE NO. 21 07-1082 ACN 101 DATE 04-14-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Z006 APR \ 8 PM \2: 23
JOHN M SMITH
GINGRICH ETAL
PO BOX 267
ELIZABETHTOWN
CLERK OF
ORPH,AN'S COURT
CI H,,rr=:-':" (0 PA
\..i\' -'
PA 17022
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
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
If an assessment 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
NOTE:
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
7,828.56
.00
.00
(8)
7,828.56
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
956.00
(9)
(10)
146,780.21
(11)
(12)
147.736.~1
139,907.65-
.00
139,907.65-
(13)
(14)
(15)
(16)
(17)
(18)
.00
.00
.00
.00
.00
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (\ i
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)