HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~ ~' '~ ~ N!0TI'CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~A~'pRAY$Ef1EMT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION t
PD BOX 280601 ,~'"ij~ ~ ~_! , GF. DEDU;CTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~~~ ~ ~ ! ~~ S~: ~ ~ DATE 03-30-2009
ESTATE OF KOVELESKI JOHN A
r,i ~~~~ ,F,,w DATE OF DEATH 05-16-2006
~~~H,'$'.~`!.,7 ~„r1~,~RT FILE NUMBER 21 08-0147
~~,,--,-: ~- •~~~ pA COUNTY CUMBERLAND
DEBORAH L WARTELL C~ ACN 101
PARKS ~ COM APPEAL DATE: 05-29-2009
815 E ARCH ST (See reverse side under Objections)
PALMYRA PA 17078-1903 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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOVELESKI JOHN A FILE N0. 21 08-0147 ACN 101 DATE 03-30-2009
TAX RETURN WAS: (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) C1) 110, 000.00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds [Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest [Schedule C) C3) .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) C5) 9.198.62
6. Jointly Owned Property [Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets ~ ce) 119, 198.62
APPROVED DEDUCTIONS AND EXEMPTIONS: 18,455.23
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 91.4 21.8 7
11. Total Deductions (11) 1n9.877.10
12. Net Value of Tax Return (12) 9,321.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) (13) .00
14. Net Value of Estate Subject to Tax (14) 9,321.52
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) •00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) 9, 321 .52 X 12 = 1, 118.58
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due C19)= 1,118.58
TAY CDFTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-05-2008 CD010496 .00 1,118.58
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-06-2008 TOTAL TAX CREDIT 1,118.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. 144.48
TOTAL DUE 144.48
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)