HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES 'ARPR~rS£~M~N',~,~';dLLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION QF .D~DUC~IeNS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ,..~- ~ • : _ .. ,
HARRISBURG PA 17128-0601 ~~ '''~ ~ " ~~ ~,,,
~~ ~~~ ~,g ~~ ~; ~ ~ DATE 05-24-2010
~~ ESTATE OF BUGDONIS ALBERTA
DATE OF DEATH 04-25-2009
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QR~'~' ~ ~' FILE NUMBER 21 09-0425
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TERRENCE J KERWIN CiL O
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ACN 101
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KERWIN AND KERWIN APPEAL DATE: 07-2 3-2010
4 2 4 5 R O U T E 2 0 9 (See reverse side under Objections )
ELIZABETHVILLE PA 17023 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE ---
TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BUGDONIS ALBERTA FILE N0 .:21 09-0425 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 914, 164.68 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •0 0 submit the upper portion
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) 192, 156.40
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 1 , 106 , 321.08
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 6.5 3 6.6 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 66,536.68
12. Net Value of Tax Return (12) 1 , 039, 784.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 039, 784.40
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 1 , 039, 784.40 X 15 = 155, 967.66
19. Principal Tax Due C19)= 155, 967.66
TAX CREDITS:
PAYMENT
DAT E RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-23-2009 CD011529 6,315.79 120,000.00
01-22-2010 CD012267 .00 29,651.87
TOTAL TAX PAYMENT 155,967.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 INSTRUCTION$~