HomeMy WebLinkAbout08-04-08,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
qF DEDUCTIONS AND ASSESSMENT OF TAX
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JOHN R ZONARICH E~ l ti" ~ i-~. P,f`
SKARLATOS 8~ ZONARICH
17 S 2ND ST 6TH FL
MECHANICSBURG PA 17050
REV-1547 EX AFP (06-05)
DATE 08-04-20D8
ESTATE OF RADOS BARBARA K
DATE OF DEATH 12-25-2007
FILE NUMBER 21 08-0274
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-03-2008
(See reverse side under Objections
Amount Remitted
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 E~
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RADOS BARBARA K FILE N0. 21 08-0274 ACN 101 DATE 08-04-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) 4 33.00
6. Jointly Owned Property (Schedule F) C6) 84, 799.00
7. Transfers (Schedule G) C7) .00
8. Total Assets (g) 85,232.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,435.OD
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule'H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 29 5.00
11. Total Deductions (11) 10.730.00
12. Net Value of Tax Return C12) 74,502.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 74,502.00
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 ALL 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 C16) 74,502.00 X 045 = 3,352.59
17. Amount of Line 14 at Sibling rate (17) .00 X 12 __ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 3,352.59
DATE NUMBER
03-10-2008 CD009400
05-14-2008 CD009760
INTERESTlPEN PAID C-)
150.00
.00
PAYMENT MUST BE MADE BY 04-25-2008*.
AMOUNT PAID
,850.00
214.00
TOTAL TAX CREDIT 3,214.00
BALANCE OF TAX DUE 138.59
INTEREST AND PEN. .00
TOTAL DUE 138.59
.~
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIDNAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUC'.TIONS.)
REV-7470 EX f8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Rados, Barbara K. 2108-0274
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H 3 Reduced to $433.00. Family exemption can only be claimed against assets subject to will
or intestacy.
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