HomeMy WebLinkAbout09-08-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,!°}, .~{~~ T~C~R~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~{*pRgq,SE~~~JT. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION {', ;~jirplp `~'EDUidgfB'NS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
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, DATE 08-31-2009
ESTATE OF CZAJKOWSKI FRANCIS E
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COUNTY CUMBERLAND
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MARLIN R MCCALEB .
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ACN 101
219 E MAIN ST APPEAL DATE: 10-30-2009
Po BOX 230 (See reverse side under Objections)
MECHANICSBURG PA 17055-0230 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 CZAJKOWSKI FRANCIS E FILE N0. 21 08-0595 ACN 101 DATE 08-31-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .DO 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) (5) 7.820.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 7,820.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 140.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 140.00
12. Net Value of Tax Return (12) 7,680.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 114, 171 .89
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 (16) 114, 171 .89 X 045 _ 5, 137.74
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) •00 X 15 _ .00
19. Principal Tax Due (lg)= 5, 137.74
TAX CRFi1TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-24-2008 CD010451 .00 4,792.14
03-13-2009 CD010999 7.65- 353.25
08-24-2009 SBADJUST .00 .O1
TOTAL TAX CREDIT 5,137.74
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 $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE Dl~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)