HomeMy WebLinkAbout06-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CLERK Q~
Q~P~'~N'S CdV~T
AARON C JACKSOIVI~~~.F~,~~IC~ C~., PA
111 N FRONT ST
PO BOX 889
HARRISBURG PA 17108-0889
NOTICE OF INHERITANCE TAX
r~~r~s ,;~(PP'i~~;~SE~ ALLOWANCE OR DISALLOWANCE
.,r...,. , - OF- D6D~U~TIONS AND ASSESSMENT OF TAX
.... ` .,_ .. , ~1 I ..:.,~ J
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pennsylvan~a : ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 06-07-2011
ESTATE OF KORKUCH JEAN M
DATE OF DEATH 03-:18-2010
FILE NUMBER 21 LO-0484
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-06-2011
(See reverse side under Objections
Amount Remitted C
MAKE REGISTER OF yrl A SD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ RETAIN LOWER PORTION FOR YOUR_RECORDS_ ~ _____
______ ______________
CUT ALONG THIS LINE _____________________________
CE OR
OF INHERITAN
O
A
R
TAX
OF
REV-1547 EX AFP C12-10~ NOTICE
ASSESSMENT
CTIONS AND
DISALLOWANCE OF DEDU
1
MFILE N0.:21 10-0484 ACN: 101 DATE: 06-07-201
JEAN
ESTATE OF: KORKUCH
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
) .0 0 NOT
E: To ensure proper
C1
1. Real Estate (Schedule A) .0 0 cre
C2) dit to your account,
per portion
u
th
sub
2. Stocks and Bonds (Schedule B) 525 000.00
(3) ' of p
e
mit
this form with your
Closely Held Stock/Partnership Interest (Schedule C)
.0 0 tax payment.
3
.
C4)
Mortgages/Notes Receivable (Schedule D) .0 0
4
.
h/Bank Deposits/Misc. Personal Property (Schedule E) C6) ,0 0
C
as
5.
Jointly Owned Property (Schedule F)
865, 000.00
6
C7)
.
7. Transfers (Schedule G) Cg) 1 , 390 , 000.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,3
60.40
.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
9
1U) ,0 0
.
C
10. Debts/Mortgage Liabilities/Liens (Schedule I) 13, 360 .40
C11)
1 , 376, 639.60
11. Total Deductions (12)
12. Net Value of Tax Return C13)
mental Bequests; Non-elected 9113 Trusts (Schedule J) .0 0
37 6,6 3 9.6 0
1
13. Charitable/Govern
C14) ,
14. Net Value of Estate Subject to Tax
15 and/or 16, 17, 1$ and 19 Will
lines 14,
NOTE: If an assessment was issued previously,
returns assessed to d
A
ate.
_
reflect figures that include the total of
ASSESSMENT OF TAX: .00 X 00 =
C15) .00
15. Amount of Line 14 at Spousal rate 1 376.639.60 X 045 = 61 , 948.78
Amount of Line 14 taxable at Lineal/Class A rate C1~) X 12 =
16 .0 0
.
17. Amount of Line 14 at Sibling rate .00 X 15 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= 61,94 8.7 8
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+)
RECEIPT AMOUNT PAID
PAYMENT
NUMBER INTEREST/PEN PAID C-)
DATE
1,105.26 21,000.00
CD012956
48.21- 39,896.13
06-18-2010
CD013842
12-29-2010
TOTAL TAX PAYMENT b1,953.18
BALANCE OF TAX DUE 4.40CR
INTEREST AND PEN. .00
TOTAL DUE 4.40CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
FOR CALCULATION OF ADDITIONAL INTEREST.