HomeMy WebLinkAbout05-19-09~a. ®.C. R~Ie 6.12 ST'~.'~L1S P®~~'
REGISTER OF WILLS OFG~~~~~2~"'~ COUNTY, PENNSYLVANIA
Name of Decedent: ~~ rzaG r~ ~ /~iz~Zo4 l~
Date of Death: ~ ~ ~ ~ ~~~ File Number: ~ d ~ ~- D U/° ~~
f the admini>tration of
D * +~ p~ n ~-, p ~ ~ l~ T ,,,-r the f`nll~.z,inab tzrith recpe~.t to r.nmpletinn 0_
1 1.LLJUan~ LV L u. V•\.'• l~~~le V• L, i i°vpvi~
the above-captioned estate:
...... s [] No
1. State whether administration of the estate is complete :............ .
2. If the aiisweris No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following: ,~
sonal re resentative file a final account with the Court? ... • • . • ~d"Y es ~ No
a. Did the per p
b. The separate Orphans' Court No. (if any) for the personal
iepresentative's account is:
c. Did the personal representative state an account - ; - 'es [~ No
.....................
inforn~ally to the parties in interest? ......... .
d. Copies of receipts, releases, joinders and approvals of foi~nal or informal accounts may be
filed with the Cleric of tine Orphans' Court and maybe attached to this repot
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Signature of Person Filing this Forn:
Capacity: Personal epresentative QCounsel
~~
Nnme of Person Filing this Fa-m ~ ^_
Add~re~j
Telephone
Fa~m R bV-l0 rev. 10.!3.06
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
OF DEDUCTIONS AND ASSESSMENT OF TAX
DAVID A HAMILTON
HAMILTON ~ MUSSER
176 CUMBERLAND PKY
MECHANICSBURG PA 17055
REV-1547 EX AFP CO6-05)
DATE 11-26-2007
ESTATE OF KRIZAK CAROLYN R
DATE OF DEATH 06-13-2007
FILE NUMBER 21 07-0675
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2008
(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 PORTION FOR YOUR REC_O_RDS ~ _ _______________
ALLOWANCE OR
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRIZAK CAROLYN R FILE N0. 21 07-0675 ACN 101 DATE 11-26-2007
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: 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)
B. Total Assets
C1) .00 NOTE: To insure proper
649 .289.03
1 credit to your account,
~2) , submit the upper portion
C3) .00 of this form with your
C4) .00 tax payment.
C5) 172,804.59
cb) .00
C7) 698, 161 .33
2,520,254.95
C8)
APPROVED DEDUCTIONS AND EXEMPTIONS: 22,410.05
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,415.59
(10)
10. Debts/Mortgage Liabilities/Liens (Schedule I) ill) q,82 5.64
11. Total Deductions C12) 2,490,429.31
12. Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2,4 9 0,42 9.31
C14)
14. Net Value of Estate Subject to Tax
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: , 00 X DO = . 00
C15)
15. Amount of Line 14 at Spousal rate 2,490,429.31 X 045 _ 112,069.32
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ,0 0 X 12 _ .00
cln
17. Amount of Line 14 at Sibling rate
,00
X 15 , 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) (19)- 11.2, 069.32
19. Principal Tax Due
DATE NUMBER
09-12-2007 (0008667
09-12-2007 (0008668
11-19-2007 SBADJUST
;OUNT C+) AMOUNT PAID
/PEN PAID (-)
4,032.60 76,619.45
1,570.86 29,846.40
.00 .O1
TOTAL TAX CREDIT 112,069.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ 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 STDF OF TNTS FORM FnR TNSTRIICTTONC.I