HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX
.ri4~PR.ArI,~. M,~ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES _ i --!
INHERITANCE TAX DIVISION '"~ Of D~DI~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~~
HARRISBURG PA 17128-0601 ~I!.. ' '" ~ `"` `
~Q~Q SFP 24 P~ 12~ 5;~
CLERK CF
QRPF~A~'S ~O: ART
WILLIAM A DUN~~~~~~..~~~I~ ~'~(`~ . C~
1 IRVINE ROW
CARLISLE PA 17013
cl) 142, 000.00
c2) .00
c3) .00
c4) .00
c5) 30 , 861 .23
c6) 282.00
c7) .00
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: BANJAK CHAD EFILE N0.:21 09-1152 ACN: 101 DATE: 09-20-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvania ~~~
DEPARTMENT OF REVENUE ~
REV-1547 IX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 173, 143.23
c9) 12,723.23
clo) 122,242.53
11. Total Deductions C11) 134,965.7b
12. Net Value of Tax Return C12) 38, 177.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 38, 177.47
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 d ate.
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 (16) 38 . l 77.47 x 045 = 1 , 717.99
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 ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1 , 717.99
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-29-2010 CD012999 .00 1,717.99
DATE 09-20-2010
ESTATE OF BANJAK CHAD E
DATE OF DEATH 11-25-2009
FILE NUMBER 21 09-1152
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 1,717.99
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. -~ ~