HomeMy WebLinkAbout08-15-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HOTI,.CE OF_INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806D1
HARRISBURG PA 17126-0601 REV-1547 EX AFP (06-05)
ATE 08-11-2008
'~~'~`~ ~`~k ~ `~ ~t~i r' ~~STATE OF POTOCHNEY MICHAEL
DATE OF DEATH 02-09-2008
v~'_I-~~ ,l FILE NUMBER 21 08-0188
Of'i:~' ',~.',,'';,; ~.,(~i~,.jr7 COUNTY CUMBERLAND
HEATHER D ROVER ESQ ^ ~"'-'- `1 ~ .~ ~~, ACN 101
L~;,'~ . _
SMIGEL ETAL APPEAL DATE: 10-10-2008
3RDFLR 4431 N FRONT S (See reverse side under Objections)
HBG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ _
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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 POTOCHNEY MICHAEL FILE N0. 21 08-0188 ACN 101 DATE 08-11-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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
cl) .00
c2) 4,809.26
I3) .00
c4) .00
c5) 31,235.00
c6) 66,034.96
~7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ce) 102, 079 .22
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,604.20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.170.00
11. Total Deductions C11) 26.774.20
75,305.02
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) (13)
75,305.02
14. Net Value of Estate Subject to Tax (14)
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 75, 305.02 X 045 = 3, 388.73
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal
rev ne ~r~~rn_ Tax Due C19)= 3, 388.73
AYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-11-2008 CD009547 169.44 3,500.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,669.44
BALANCE OF TAX DUE 280.71CR
INTEREST AND PEN. .00
TOTAL DUE 280.71CR
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)