HomeMy WebLinkAbout11-14-08 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-060].
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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~CP_PRAT$E1~'EhiT,"ALLOWANCE OR DISALLOWANCE
~' ~ ,; nf.~.pEDLCT!IDNS AND ASSESSMENT OF TAX
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BOGAR & HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP C06-05)
DATE 11-10-2008
ESTATE DF KRACZYK HELEN L
DATE OF DEATH 09-18-2007
FILE NUMBER 21 08-0395
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-09-2009
(See reverse :side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRACZYK HELEN L FILE N0. 21 08-0395 ACN 101 DATE 11-10-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 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) (3) .00 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) .00
6. Jointly Owned Property (Schedule F) (6) 113,201.17
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 113, 201.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 4,281.00
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 907 .00
11. Total Deductions (11) ~.188.OD
12. Net Value of Tax Return (12) 108, 013.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 108, 013.17
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) 108,013.17 X 045= 4,860.59
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due (19)= 4,860.59
~•+~~~~~~~ rt~~~ari ll1SCDUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-07-2008 CD009513 .00 275.92
08-15-2008 CD010148 .00 4,584.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-16-2008 TOTAL TAX CREDIT 4,860.59
BALANCE OF TAX DUE .00
INTEREST ANA PEN. 51.05
TOTAL DUE 51.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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.)