HomeMy WebLinkAbout12-19-11BUREAU•OF INDDIVISION TAXES
INHERITANCE 7AX
PO BOx 280601 17128-0601
HARRISBURG PA
NOTICE OF INHERITANCE TAX
~p~~SEMENT,; ~-OWANCE OR DISALLOWANCE
-`$ AND ASSESSMENT OF TAX
._..pF, pEDUCTIO'~
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SONYA KIVISTO ESQ Cl''`''
3RD FLOOR STE 331
1200 WALNUT BOTTOPA D7015
CARLISLE
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Pennsylvania ~ !1
DEPARTMENT OF REVENUE L~
REV-1547 EX AFP 012-10)
DATE 11-•14-2011 ZEKENJAH
LJUCA
ESTATE OF
DATE OF DEATH 04-12-2010
FILE NUMBER 21 10-0681
CUMBERLAND
COUNTY 101
ACN APPEAL DATE: 01-13-2012
( See reverse side under Objections )
Amount Remitted~~
MAKE CH~ISTER YOFB WI LNS REMIT PAYMENT T0:
RE
1 COURTHOUSE SQ~OR3
CARLISLE F'A
FOR YOUR_REGO_RDS_ ~ ____ ------ " _"-
ALLOWANCE OR
~ RETAIN-LOWER_PORTION_ _
CUT-ALON_6_T_H__IS__L_INE_________________ ACN: 101 DATE: 11-14-2011
" ' ~ EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAI81ME
OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 DISAL
ZEKENJAH FILE N0.:21 10-0
Sc C ) ACCEPTED AS FILED ( X) CNANGED SEE ATTACHED NOTICE
ESTATE OF: LJUCA
TAX RETURN WA ORIGINAL RETURN 00 NOTE: To ensure proper
OF 'RETURN BASED ON: C1) credit to youre~°Parton
APPRAISED VALUE c2) _~ submit the uPP
00 of this form with Your
1, Real Estate (Schedule A) C3) _~ tax payment.
2, Stocks and Bonds (Schedule B) Interest (Schedule C) C4)
3, Closely Held Stock/Partnership C5) 77,396.77
es/Note9 Receivable (Schedule D) (Schedule E) ,00
4, Mort9a9 C6) --
osits/Misc. Personal Proper Y ,QO
5, Cash/Bank DeP (Schedule F) C7) 77 396.77
6, Jointly Owned Property C8)
7, Transfers (Schedule G)
g, Total Assets EXEMPTIONS: _ 1~ ~6-7s$~'
APPROVED DEDUCTIONS AND c1D) _ 3 334.94
Costs/Misc. Expenses (Schedule H) C9 15,402.77
9. Funeral Expenses/Adm. 011) ( 1 , 994.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) 012) ,QO
013)
11. Total Deductions (14) 61 994 , 00
12. Net Value of Tax Return Non-elected 9113 Trusts (Schedule J)
13. Charitable/Governmental Be4ues s.
15 and/or 16, 17. 18 and 19 will
14. Net Value of Estate subject to Tax lines 14, date.
assessment was issuedPreviouslY, returns assessed to
NOTE: If an .00
reflect figures that include the total of A~ eF5,997.00 x 00 - 719 86
015) x 045 =
ASSESSMENT OF TAX: c16) 'i F; 997 - ~- _ . 00
15. Amount of Line 14 at Spousal rate ~~ X 12 ,QO
16. Amount of Line 14 taxable at faYgal/Class A ra e - 719.8 6
c17) 00 x 15
17, Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at Collateral/Class B rate 018)
lg, Principal Tax Due AMOUNT PAID
TAX CREDITS: DISCOUNT c+)
PAYMENT RECEIPT INTEREST/PEN PAID C") 370.49
NUMBER , 00
DATE
n~_IR-2011 CD014479
INTEREST IS C~PPLICABLE ASHOUTLINEDOON THE
AT THE RATES A
REVERSE SIDE DF THIS FORM
* FORPCALCULATIONAOF ADDITIONAL INTERESTRSE
370.49
TOTAL TAX PAYMENT 349.37
BALANCE OF TAX DUE 13 , 03
INTEREST AND PEN. 362.40
TOTAL DUE
IF TOTAL DUE IS F:EFLECTED AS A "CREDIT" CCR)~ YOU MAY BE
A REFUND. SEE RE\IERSE SIDE OF THIS FORM FOR INSTRUCTIONS
REV-1470 EX (Ot-10)
,. ~ pennsylvan~a
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
DECEDENT'S NAME Zekerijah Ljuca
REVIEWED BY Shannon E. Baker
I ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
LE NUMt3trc
2110-0681
"N 101
EXPLANATION OF CHANGES
I 3 Removed. Funeral Expenses can only be deducted once. Claimed on Schedule H.
I 4 Adjusted to 113. Travel expenses for the a ee f mica melmberst howevern are not neral
may be deducted. Travel expenses for oth Y
deductible. Tofini Estate, 17 Fiduc. Rep. 545, 554 (O.C. Phila. 1967)
Paae 1
ROW