HomeMy WebLinkAbout07-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES. K' ;~ ~~`~A?i~~'~IE-NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _~ OF'~' HtICTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE s
REV-1.547 EX AFP (12-09) t
DATE 07-13-2010
ESTATE OF PIONTKOWSKI HARRIET J
DATE OF DEATH 07-25-2008
FILE NUMBER 21 08-0834
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN-LOWER-PORTION_ FOR YOUR RECORDS E-'~ _
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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: PIONTKOWSKI HARRIET JFILE N0.:21 08-0834 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
C2) 250,370.00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) 7 3,6 7 3.0 0
6. Jointly Owned Property (Schedule F) (6) 4, 090.00
7. Transfers (Schedule G) C7) 167,717.00
8. Total Assets (8) 495,850.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 7.9 5 7.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10), 2,465.00
C11) 50,422.00
11. Total Deductions 445,428.00
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 445,428.00
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 C16) 4 45.429.00 X 045 = 20,044.00
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 20,044.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-24-2008 CD010458 894.74 17,000.00
04-24-2009 CD011166 .00 2,400.00
TOTAL TAX PAYMENT 20,294.74
BALANCE OF TAX DUE 250.74CR
INTEREST AND PEN. .00
TOTAL DUE 250.74CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS~t