HomeMy WebLinkAbout05-07-10BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
FRANCIS A
WION ETAL
109 LOCUST
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r n ~~,,__ ~.I-CE OF INHERITANCE TAX
-jr~-,€'"-~~41~PR~+l4I~3 EST, ALLOWANCE OR DISALLOWANCE
TAXES
a ?jam ~~~ ~,p~~~ DM,IU~TIONS AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
~~€~ ~~Y -7 ~~ ~~ ° ~$ DATE 05-03-2010
ESTATE OF DOVNARSI~Y MARY E
~~~P~ ~F DATE OF DEATH 04-03-2x09
QR~~~~S ~~~~~'~' FILE NUMBER 21 09-0436
ZULLI Cr~~°.~~"~~?-'`~°~~ ~~' ~~` COUNTY CUMBERLAIND
ACN 101
APPEAL DATE: 07-02-2010
ST (See reverse side under Objections)
PA 17101 Amount Remitted
MAKE CHECK PAYABLE AND''REMIT PAYMENT T0:
REGISTER OF WILLS'
1 COURTHOUSE SgUAPoE
CARLISLE PA 170113
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TALC
ESTATE OF: DOVNARSKY MARY EFILE N0.:21 09-0436 ACN: 10'1 DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 176,500.Op NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 p credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) '0 p submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,5 7 3.5
6. Jointly Owned Property (Schedule F) (6) 11 , 157.22
7. Transfers (Schedule G) (7) 527, 726.55
8. Total Assets c8) 716 , 957.32
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 16.4 3 5.317
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .010
11. Total Deductions (Y1) 16,435.37
12. Net Value of Tax Return (~2) 700,521.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 700,521.95
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
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:
(15) 194 , 536.42 X
C16) 505.985.53 X
C17) . 00 X
cls) .00 x
00 = .00
1045 = 22,769.35
'12 = . 00
'15 = . 00
(19)= 22, 769.35
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-01-2009 CD011429 1,138.47 21,835.2
TOTAL TAX PAYMEF~T 22,973.67
BALANCE OF TAX DIE 204.32CR
INTEREST AND PEN. .00
TOTAL DUE 204.32CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~
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