HomeMy WebLinkAbout05-04-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~R~~ ~~~ jTt ~~LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~~ ll~Ij~~~`Q AND ASSESSMENT OF TAX
PO BOX 280601 ; f~ ~ ~:
HARRISBURG PA 17128-0601 ~ - `-' ~ -"`~'1
CLERK C~
ORPNHN'S ~{C(.~~t
KENNETH F LEWIS ESQ,~~Pu~~~~; ~f:j(j (~~ ~~
FL 1
1101 N FRONT ST
HARRISBURG PA 17102-3328
Pennsylvania ;:4L
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 04-30-2012
ESTATE OF MICHALSKI RONALD T
DATE OF DEATH 10-13-2010
FILE NUMBER 21 10-1158
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2012
(See reverse side under Objections)
Amount Remitted- -~
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 F~ _ _
-------------------- ----------------------- _______
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MICHALSKI RONALD TFILE N0.:21 10-1158 ACN: 101 DATE: n~-;n-~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 127,000
00
2.
Stocks and Bonds (Schedule B)
C2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,991.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 30, 115.00
B. Total Assets
C8) 160
106
00
APPROV ED DEDU ,
.
-
CTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 X4.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 14 6,74 9.00
11. Total Deductions (11) 147,073.00
12. Net Value of Tax Return C12) 13, 033.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) _ 13, 033.00
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) 13,033.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) 00 X 12 =
18.
Amount of Line 14 taxable at Collateral/Class B ra
te [18) -
.00
X 15 - .00
.00
19. Principal Tax Due
TAX CREDITS: C19)= .00
c~,ciri lliSCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. p~
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