HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
"" '~.A"R`PRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE '
BUREAU OF INDIVIDUAL YAXES ;_~,... '
INHERITANCE TAX DIVISION ~ OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-04)
PO BOX 2806D1 - ,_ _
HARRISBURG PA 17128-060~~
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CARLISLE PA 17013
DATE 07-26-2010
ESTATE OF IRWIN ZDRAVKA S
DATE OF DEATH 10-08-2009
FILE NUMBER 21 09-1014
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ---~ _-RETAIN LOWER POR_TION_ FOR YOUR RECORDS ~-- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: IRWIN ZDRAVKA SFILE N0.:21 09-1014 ACN: 101 _____ _________
OR -
DATE: 07-26-2010
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) 633, 604.97 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) 102,803.47
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
(8) 736 , 408 .44
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5 0.2 9 2.5 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 36 2.7 3
C11) 50,655.30
11. Total Deductions 685,753.14
12. Net Value of Tax Return (12) _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2 0 0.0 0
t to Tax
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l (14) 685,553.14
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Net Va _
NOTE: If an assessment was issuedpreviously, 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 t15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6~~ , ~ici3 _ l 4 X 045 28, 599 .89
17. Amount of Line 14 at Sibling rate (17) 50.000 _ 00 X 12 = 6, 000.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 34,599.89
TeY f'RFTITTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-07-2010 CD012201 1,631.58 31,000.00
05-05-2010 CD012704 .00 1,968.31
TOTAL TAX PAYMENT 34,599.89
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, c.~.~