HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES p~pp~A~~s.~.p{,Q'µTi, i JCLC0~IF-NCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r If~TTQIyg;;A~N~g ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~ '~"` REV-1547 EX AFP (D1-09)
ZOQ9 JUN 12 pM 12; (FATE 06-08-2009
STATE OF GAWRONSKI WINNONA W
DATE OF DEATH 03-04-2008
~~ FILE NUMBER 21 08-0255
ROBERT G FREY ~ ~~~ O COUNTY CUMBERLAND
~,, ~ ACN 101
FREY ~ TILEY APPEAL DATE: 08-07-2009
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 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 F'-
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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 GAWRONSKI WINNONA W FILE N0. 21 08-0255 ACN 101 DATE 06-08-2009
TAX RETURN WAS: (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) 201,544.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 6 7,559.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 18,64 3.00
6. Jointly Owned Property (Schedule F) (6) 3 5,64 0.00
7. Transfers (Schedule G) (7) 168,920.00
8. Total Assets (g) 492,306.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
43,696.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 674.00
11. Total Deductions (11) 44.370 _ 00
447,936.00
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14) 447,936.00
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
15. Amount of TAX:
Line
14
at Spousal
rate
(15)
50, 000.00
X
00 =
.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 397,936.00 X 045 = 17,907.00
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 (lg)= 17,907.00
Tex rucnrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-05-2008 CD009851 .00 13,000.00
01-29-2009 CD010826 44.93- 5,296.00
TOTAL TAX CREDIT 18,251.07
BALANCE OF TAX DUE 344.07CR
INTEREST AND PEN. .00
TOTAL DUE 344.07CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)