HomeMy WebLinkAbout05-09-11~-r,„,,. -, - - ~ ~- ~ ~.~- ~ NOTICE OF INHERITANCE TAX pennsylvan~a , ' ~
A~,pR~~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION i "., ' -~ _ ~F~JDEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
'! ~ ~ ~~ ~ '' ~'~' DATE 04-25-2011
RICHARD E CONNELL ESQ
2303 MARKET ST
CAMP HILL PA 17011
ESTATE OF SZUKALSKI EUGENE
DATE OF DEATH 05-30-2010
FILE NUMBER 21 10-0662
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-24-2011
(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- ~ ___________________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SZUKALSKI EUGENE FILE N0.:21 10-0662 ACN: 101 DATE: 04-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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)
C1) .00
C2) 44, 626 .86
C3) .00
C4) .00
C5) 1 , 703. O1
C6) .00
{7) 449,811.09
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
{$) 496 , 140 .96
C9) 3,409.33
Clo) .00
C11) 3,409.33
11. Total Deductions 731.63
492
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J:~ C13) .0 0
T
t t
b C14) 492,731.63
14. ax
jec
o
Net Value of Estate Su
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) 492 , 731 . 63_ X 045 = 22, 172.92
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 rate C18) .0 0 X 15 = .0 0
19 al Tax Due
Princi C19)= 22, 172.92
. p
TAY f DCiITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-27-2010 CD013269 93.95 1,785.00
02-15-2011 CD014032 .00 20,293.97
TOTAL TAX PAYMENT 22,172,92
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.