HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
l' MpTI,C!.E~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES „ ~ppRAISEM~NT,, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - _QF ,DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~--~~~
HARRISBURG PA 17128-0601 D REV-1547 EX AFP (12-OS)
~~~.~~ ,~~"'~ -~ Q~1 ~~' ~~ DATE 01-05-2009
ESTATE OF VERONIKIS JERRY D
'r4,~;\%~ DATE OF DEATH 12-25-2007
Op ~ ,~,.~ ,ry ~,~i FILE NUMBER 21 08-0013
r
(`y ;P , ('}n COUNTY CUMBERLAND
JAN M WILEY ACN 101
THE WILEY GROUP APPEAL DATE: 03-06-2009
13 O W C H U R C H S T (See reverse side under Objections )
DILLSBURG PA 17019 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 C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VERONIKIS JERRY D FILE N0. 21 08-0013 ACN 101 DATE 01-05-2009
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) (1) 192, 125.84 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) 79 , 025.76
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 386,301.54
6. Jointly Owned Property (Schedule F) C6) 16,687.17
7. Transfers (Schedule G) (7) 110,403.42
8. total assets (B) 784,543.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
62,756.32
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.247.48
11. Total Deductions (11) 66.003.80
12. Net Value of Tax Return (12)
718,539.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 2 0,00 0.00
14. Net Value of Estate Subject to Tax C14) 698,539.93
NOTE: If an assessment was issued previously, l ines 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) . 00 X 045 = . DO
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) 698,539.93 X 15 = 104,780.99
19. Principal Tax Due C19)= 104,780.99
TAY f`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-24-2008 CD009453 4,500.00 85,500.00
09-24-2008 CD010322 .00 14,780.99
TOTAL TAX CREDIT 104,780.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. ~-4
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE