HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APpRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF TjEISUGTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 .'
-,t',
MELANIE WALZ SCARINq'~C;; _ _ _ ~~~ n,
SCARINGI & SCARINGh~t~.~' ~'?'
2000 LINGLESTOWN RD 1
HBG PA 17110
REV-1547 EX AFP (01-09)
DATE 06-02-2009
ESTATE OF OLEKSA JOHN B
DATE OF DEATH 03-14-2007
FILE NUMBER 21 07-0325
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-01-2009
(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 -- 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 OLEKSA JOHN B FILE N0. 21 07-0325 ACN 101 DATE
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06-02-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
submit
0 0 the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 565.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets fig) 565.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 905.10
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 905.10
12. Net Value of Tax Return (12) 340.10-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 303,416.64
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 C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 303,416.64 X 045 = 13,653.75
17. Amount of Line 14 at Sibling rate I17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 = .00
19'.
rev r~ Principal Tax Due
rnrrn. C19)= 13, 653.75
IMA ~.RGLLIJ:
PAYMENT
HATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-14-2007 CD009081 .00 14,503.58
06-20-2008 REFUND .00 834.53-
TOTAL TAX CREDIT 13,669.05
BALANCE OF TAX DUE 15.30CR
INTEREST AND PEN. .00
TOTAL DUE 15.30CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE