HomeMy WebLinkAbout01-20-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES fir i''AAPR'AISC~Nt`~}FI~"- ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s1oN OF DED~ICjT,~iONS AND ASSESSMENT OF TAX
PO BOX 280601 , _. _ ~_ 1
HARRISBURG PA 17128-0601
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MICHAEL L BANGS Cv`.!^'` - ,' ' ; t',N.
429 SOUTH 18TH STREET
CAMP HILL PA 17011
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(2) .00
(3) .00
(4) .00
(5) 1 , 679 .56
(6) 54, 106.68
(7) 3, 189.93
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOVALCIK JOSEPH AFILE N0.:21 10-0573 ACN: 101 DATE: 01-17-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
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 r
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) 58 , 976.17
C9) 14 , 579.13
(lo) 15,911.77
11. Total Deductions (11)
30,490.90
12. Net Value of Tax Return (12) 28,485.27
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 28,485.27
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, :L8 and 19 will
reflec t 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) 28 , 48S _ 27 x 045 = 1 , 281.84
17. Amount of Line 14 at Sibling rate C17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 1 , 281.84
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-12-2010 CD013634 .00 1,281.84
TOTAL TAX PAYMENT _ 1,281.84
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.
DATE 01-17-2011
ESTATE OF KOVALCIK JOSEPH A
DATE OF DEATH 02-16-2010
FILE NUMBER 21 10-0573
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-18-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1470 EX (01-1~!j
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DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Joseph A Kovalcik
Yvonne Bricker
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2110-0573
ACN
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
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