HomeMy WebLinkAbout08-06-10- - ,~ ii-~~~N~OTICE OF INHERITANCE TAX
- aPPR'~~-~IS~EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES - ~
INHERITANCE TAX DIVISION ,., OF _ ~3fDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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JAMES M BUCH
352 S SPORTING HILL RD
MECHANICSBURG PA 17050
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09) !
DATE 08-02-2010
ESTATE OF VENESKY JOHN J
DATE OF DEATH 10-21-2009
FILE NUMBER 21 09-1008
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-01-2010
(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 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: VENESKY JOHN JFILE N0.:21 09-1008 ACN: 101 DATE: 08-02-2010
TAX RETURN WAS: C 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) C2) •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) 249,593.12
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 249 , 593.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist, Expenses (Schedule H) (9) 5 0,0 6 6.9 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •0 0
11. Total Deductions (11) _ 50, 066.95
12. Net Value of Tax Return C12) _ 199,524.17
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 199,526.17
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 (lb) _0 0 x 0 4 5 ~ .0 0
17. Amount of Line 14 at Sibling rate (17) 149 .644.63 X 12 17, 957.36
18. Amount of Line 14 taxable at Collateral/Class B rate ( 18) 49 , 881.54 X 15 -- 7 , 482.23
19. Principal Tax Due (19)~ 25,439.59
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMDUNT PAID
01-20-2010 CD012254 1,271.98 25,000.00
TOTAL TAX PAYMENT 26,271.98
BALANCE OF TAX DUE 832.39CR
INTEREST AND PEN. .00
TOTAL DUE 832.39CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~--'V
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.