HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL-TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
ApB'•RAISEMENT, ALLOWANCE OR DISALLOWANCE
'~~OF DEDUCTIONS AND ASSESSMENT OF TAX
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ELYSE E ~ ROGE12~ ESQ ` ' ` '
635 N 12TH ST STE 400
LEMOYNE PA 17043
(1) 142, 150.00
(2) 298 , 581.97
(3) .00
(4) .00
(5) 27 , 132.05
(6) .00
(7) 782, 888.22
CUT ALONG THIS LINE----- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _ ___________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PETKO DAVID WFILE N0.:21 10-0942 ACN: 101 DATE: 03-01-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: 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 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) 1,250,752.24
(9) .00
(lo) .00
11. Total Deductions (11) •0 0
12. Net Value of Tax Return C 12) 1 , 250 , 752.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 4 6 7,8 6 4.0 2
14. Net Value of Estaite Subject to Tax (14) 782,888.22
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 (15) 782,888.22 )( 00 = .00
16. Amount of Line 14• taxable at Lineal/Class A rate (16) _ 00 x 045 = . 00
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
DATE 03-01-2011
ESTATE OF PETKO DAVID W
DATE OF DEATH 01-03-2010
FILE NUMBER 21 10-0942
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2011
(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 .00
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..
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