HomeMy WebLinkAbout07-05-11~a~Y~Na, ~1~~~'-- ~~LOWANCE TOR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~`~~:""'^~ "` ~+'~~
INHERITANCE TAX DIVISION ~~~*~ t~~1~U+~~'~~ . AND ASSESSMENT OF TA:K
PO BOX 280601
HARRISBURG PA 17128-0601
JOHN C OSZUSTOWICZ
104 E HANOVER ST
nn tt~~CLER~~K r~F
V~t"~Ilt? C~,,1~Jf~t.l
CARLISLE PA 17013
~1) 203, 000.00
C2) .00
C3) .00
C4) .00
C5) 1,654,080.90
C6) .00
~7) 10,200.00
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 ASSESSMEN'~ OF TAX
ESTATE OF: RANEK CHARLES RFILE N0.:21 10-0107 ACN: 101 DATE: 06-20-2011
TAX RETURN WAS: CX) 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)
..
pennsylvan~a `~
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.
Cs) 1,867,280.90
C9) 38.855.96
Clo) 1 , 328.32
11. Total Deductions C11) 40, 184.28
12. Net Value of Tax Return C12) 1 , 827, 096.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax C14) 1,827,096.70
.
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) 1 .827 , 096.70 x 045 = 82, 219 .35
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)= 82,219.35
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-31-2010 CD012547 4,105.26 78,000.00
04-11-2011 CD014280 1.97- 144.79
DATE 06-20-2011
ESTATE OF RANEK CHARLES R
DATE OF DEATH 01-10-2010
FILE NUMBER 21 10-0107
COUNTY CUMBERLAND
ACN 101
APPEAL D~4TE: 08-19-2011
(See reverse :eide under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 82,248.08
BALANCE OF TAX DUE 28.73CR
INTEREST AND PEN. .00
TOTAL DUE 28.73CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SID1= OF THIS FORM FOR INSTRUCTIONS.