HomeMy WebLinkAbout04-23-10t
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NQTIGE-,~QF INHERITANCE TAX
APPRAISEM~NT, .Ax.~~,'F~*f,-.cut DISALLOWANCE
OF DEDUf'Ei.'f~Cj.NS<' A~iD ~ ~I#~SSMENT OF TAX
~..;. :,: ,.t~~
MELANIE WALZ SCARINGI
SCARINGI ~ SCARINGI
2000 LINGLESTOWN RD 1
HBG PA 17110
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
C
CUT ALONG THIS LINE ~--- RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SAPOCHAK JOSEPH (FILE N0.:21 09-0126 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
93,454.20
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 20,313.38 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 59,994.41
6. Jointly Owned Property (Schedule F) (6) 6 6 6.8 9
7. Transfers (Schedule G) (7) 64, 393.75
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
c8) 238 , 821.63
Cq) 26.701.14
clo) 75, 979.20
cll) 102, 680.34
c12) 136, 141 .29
Non-elected 9113 Trusts (Schedule J) C13) .0 0
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
c14) 136,141 .29
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 X 00 = .00
c16) 135.474.40 x 045 = 6, 096.35
c17) . Do x 12 .00
Ci8) 666.89 X 15 = 100.03
c19)= 6, 196.38
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-09-2009 CD011092 309.82 12,700.00
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
~~~~~~'R23 Pry p ~ o4-12-2010
~~ E~YATE OF SAPOCHAK JOSEPH
'`1`'!~ .... DATE OF DEATH 01-18 -2009
~~t~~-~~`t;^,~~`~ r~1, ~ T FILE NUMBER 21 09-0126
~~'~~~~'~',% °. `,~=J`"'~i COUNTY CUMBERLAND
- ~~ACN 101
TOTAL TAX PAYMENT 13,009.82
BALANCE OF TAX DUE 6,813.44CR
INTEREST AND PEN. .00
TOTAL DUE 6,813.44CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10) ~-.
~~ }~o-y~~: enns lvania
P Y
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRI BURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Sapochak, Joseph C.
Daniel Heck
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2109-0126
ACN
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G q, This item has been removed from the return. Proceeds from the Pa. State Employees
Retirement System are not subject to inheritance tax.
ROW
Page 1