HomeMy WebLinkAbout09-14-11NOTICE DF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREau of INDIVIDUAL TA „~,r.,-:-. ,~,{~ ~ ~{J CTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~1, !*~._:~' _~ 1'`T'fi.~~VU -
PO BOX 260601 - • ifI j C
HARRISBURG PA 17128-0601 ~~;_; d,,,~,,~
CLERK Q~
DOUGLAS G MILLC~HANrS vOURT
60 W POMFRETC~R~~~~.r{~~ ~~ Pq
CARLISLE PA 17013
~L) 256,000.00
C2) 4,503.15
CUT ALONG THIS LINE --'1 RETAIN LOWER PORTION FOR YOUR RECORDS F- __ ______________
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OSENKARSKI JOSEPH LFILE N0.:21 10-0905 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: (X) 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 tSchedule 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)
c3) .00
c4) .00
c5) 16,650.57
c6) .00
~7) 976, 115.81
pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 1,253,269.53
~y) 33.502.59
clo) 5, 105.55
X11) 38,608.14
11. Total Deductions 214, 661.39
1
12. Net Value of Tax Return c12) ,
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
C14) 1,214,661.39
14. Net Value of Estate Subject to Tax
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:
00 =
00
.00
15. Amount of Line 14 at Spousal rate (15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .214.661 .39 x 045 = 54,659.76
17. Amount of Line 14 at Sibling rate C17) .OD X 12 = .00
te (18)
B
l/Cl .00 X 15 = .00
ra
ass
18. Amount of Line 14 taxable at Collatera
C19)= 54,659.76
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-18-2010 CD013674 2,700.00 51,300.00
06-21-2011 CD014616 .08- 659.84
08-29-2011 SBADJUST .00 1.60
TOTAL TAX PAYMENT 54,659.76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
DATE 09-05-2011
ESTATE OF OSENKARSKI JOSEPH L
DATE OF DEATH 08-21-2010
FILE NUMBER 21 10-0905
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-04-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.