HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _.,.
^~~^"`~'.'} ~ :+-~'J~TPCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~' kPPRA:ISEMEN~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISIDN r4 -'-p~ `;DEAUG,TTDNS AND ASSESSMENT OF TAX
PD BOX 2B0601 ~ _ v d
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
2~~~SEP « ~~}!~~ ~~ DATE 09-15-2009
ESTATE OF KEGRIS WINIFRED J
r
Cl~~~?' ~ {~i
~ ~ ~ . ~t~,
ANTHONY J NESTICO E~,.I~ ~ ~~-
840 E CHOCOLATE AVE
HERSHEY PA 17033
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEGRIS WINIFRED J FILE N0. 21 08-0825 ACN 101 DATE 09-15-2009
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)
2. Stocks and Bonds (Schedule B)
3. [:losely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. (:ash/Bank Deposits/Misc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. ]]ebts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
cl) 97,000.00
c2) .00
c3) .00
I4) .00
I5) 16 , 534.94
c6) .00
C7) .00
c8)
16,790.37
I9)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
113,534.94
clo) .00
(11) 16.790.37
clz) 96,744.57
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
14. Net Value of Estate Sub]ect to Tax
(14)
96,744.57
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 assess ed to date.
ASSESSMENT OF TAX:
• 00
00
. 00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate I16) 96,744.57 X 045 = 4,353.51
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 = .00
Due
l T
i c19)= 4,353.51
19. ax
Princ
pa
IMA VI~LLa l
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-09-2009 CD011096 .00 4,353.51
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE OF DEATH 08-03-2008
FILE NUMBER 21 08-0825
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 4,353.51
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
o REEIJND_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)