HomeMy WebLinkAbout07-09-10~ .--_
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES q r
INHERITANCE TAX DIVISION ~~p~ FUv~D11gTI~!?A~~ ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
DONIS HIRAKIS ZAGURSKIE
117 MAIN ST
Po Box o
MIFFLIN PA 17058
DATE 07-05-2010
ESTATE OF LAIDACKER JULIE A
DATE OF DEATH 08-05-2005
FILE NUMBER 21 06-0817
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-03-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
ETA_IN LOWER POR_TION_ FOR YOUR RECORDS
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CUT ALONG THIS LINE ~ _ _______________
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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: LAIDACKER JULIE AFILE N0.:21 Ob-0817 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: (x) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 97,275.21
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 97,275.21
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5.9 5 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 5,955.00
(12) 91 , 320.21
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 6 7,2 7 5.21_.
14. Net Value of Estate Subject to Tax (14) 24, 045.00
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 24. 045 _ 00_ X 045 = 1 , 082.03
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) .0 0 X 15 •_ .0 0
19. Principal Tax Due C 19)= 1 , 082.03
Td-X CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-18-2010 CD012368 .00 1,082.03
02-18-2010 WRITEOFF .00 192.84
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-19-2010
TOTAL TAX PAYMENT 1,082.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. 79.49
TOTAL DUE 79.49
* 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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