HomeMy WebLinkAbout08-27-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~ ..; _, ,,___,..~LOTICE OF INHERITANCE TAX
APRRALS~MENT:-~-~.LOWANCE OR DISALLOWANCE
flF DEDUCTIONS AND ASSESSMENT OF TAX
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PATRICK ~CONNOR ESQ~~
3105 GETTYSBURG RD
CAMP HILL PA 17011
Pennsylvania "{; ~` ~ _~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 08-23-2010
ESTATE OF ZILONKA RONALD E
DATE OF DEATH 10-09-2008
FILE NUMBER 21 08-1037
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(See reverse side under Objections )
Amount Remitted -1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ R_ETA_IN LOWER POR_TION_ FOR YOUR
CUT ALONG THIS LINE RECORDS ~ _ _______________
_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: ZILONKA RONALD EFILE N0.:21 08-1037 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100,000.00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 264,323.05 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) 225,652.40
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 589 , 975.45
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5 3,6 5 3.5 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,579.67
11. Total Deductions (11) 66,233.22
12. Net Value of Tax Return C12) 523,742.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 523,742.23
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 = .0 0
17. Amount of Line 14 at Sibling rate (17) 5 ~ . 74 _ ~ X 12 = 62, 849.07
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 62,849.07
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-08-2009 CD010744 3,142.45 60,000.00
TOTAL TAX PAYMENT 63,142.45
BALANCE OF TAX DUE 293.38CR
INTEREST AND PEN. .00
TOTAL DUE 293.38CR
* 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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