HomeMy WebLinkAbout05-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT,-ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
MICHAEL CHEREWKA ESQ
624 N FRONT ST
WORMLEYSBURG PA 17043
Pennsylvania i
DEPARTMENT OF REVENUE ~'
REY-1547 EX AFP (12-10)
DATE 05-16-2011
ESTATE OF CORPMAN JR MARTIN W
DATE OF DEATH 09-27-2010
FILE NUMBER 21 10-1121
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-15-2011
(See reverse side under Objections)
Amount Remitted C
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 ~
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: CORPMAN JR MARTIN WFILE N0.:21 10-1121 ACN: 101 DATE: 05-16-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2} 170,344.05 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,329.17
6. Jointly Owned Property (Schedule F) (6) 74,830.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 249,503.22
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9} 16.820.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,613.4 9
11. Total Deductions (11) 19,433.61
12. Net Value of Tax Return (12) 230, 069.61
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) (13} .00
14. Net Value of Estate Subject to Tax (14) 230,069.61
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 (15) .00 }( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 230,069.61 }( 15 - 34,510.44
19. Principal Tax Due (19)= 34,510.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-23-2010 CD013821 1,578.95 30,000.00
03-07-2011 CD014099 .00 3,010.44
TOTAL TAX PAYMENT 34,589.39
BALANCE OF 'TAX DUE 78.95CR
INTEREST AND PEN. .00
TOTAL DUE 78.95CR
* 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.