HomeMy WebLinkAbout01-17-12;w_ r ..
;., NOTICE OF INHERITANCE TAX Pennsylvania ..~ ~
BUREAU OF INDIVIDUAL TAXES -_~~p~''AISEM~NT„r-}~LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~- OF DEDU~T`~F0f9S AND ASSESSMENT OF T,AX
PO BOX 280601 ;~~{~ REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 ~
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a~~c~;~ ~,{~ ,
MICHAEL L BANGS ~+'~ ~ J~ ~~~
i '?~i
429 SOUTH 18TH STREET
CAMP HILL PA 17011
DATE 01-10-2012
ESTATE OF KOVALCIK JOSEPH A
DATE OF DEATH 02-16-2010
FILE NUMBER 21 10-0573
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2012
(See reverse side under Objections)
Amount Remitteci
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER Of= WILLS
1 COURTHOU',~E SQUARE
CARLISLE F'A 17013
CUT ALONG THIS LINE --~---) RETAIN LOWER PORTION
---------------------- ------------ FOR YOUR RECORDS E--
REV-15
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47 EX AFP C12-11~ NOTICE OF INHERITANCE TAX _
APPRAISEMENT, ALLOWANCE
---------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOVALCIK JOSEPH AFILE N0.:21 10-0573 ACN: 101 DATE: 01-10-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE
OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) 131,212
84
2.
Stocks and Bonds (Schedule B)
(2) .
2,334.62 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper Portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
120.30 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 133,667.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)__ 3,2 8.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,509.19
11. Total Deductions
12•
Net Value of Tax Return (11) 6,727.19
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (12)
(Sched
l 126,940.57
14.
Net Value of Estate Subject to Tax u
e J) (13) .00
C14) 155,425.84
NOTE: If an assessment was issued previously, lines 14, 15 and.~or 16
17 18
reflect figures that include the total
of ALL ,
,
returns and 19 will
ASSESSMENT OF TAX: assessed to d ate.
15. Amount of Line 14 at Spousal rate C15) 00
00 =
16.
Amount of Line 14 taxable at Lineal/Class A rate
C16L .
X
1 5S
42~ .00
17.
Amount of Line 14 at Sibling rate _
,
. 8G X 045 =
6,994.17
C17) .(]0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 00
15 =
19.
Principal Tax Due .
X .00
TAX CREDITS: (19)= 6,994.17
r,aTntni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
11-12-2010 CD013634 .00
06-27-2011 CD014637 111.65-
AMOUNT PAID
1,,281.84
5,,825.39
TOTAL TAX PAYMENT 6,995.58
BALANCE OF TAX DUE 1.41CR
INTEREST AND PEN. .00
TOTAL I)UE 1.41CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED A> A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.