HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
TRICIA D NAYLOR ESQ
19 W SOUTH ST
NDTI E OF(~~I ANCE TAX Pennsylvania ~
APPRAIS~'~~~~~.~~OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEt~'~~!'X~~QSESSMENT OF TAX REV-1547 EX AFP clz-11>
l~I1Jt~IV (~ AM~I~~~E 06-05-2012
ESTATE OF RYKOSKEY EDWARD J
~~~-~ _ DATE OF DEATH 10-03-2010
a~ppp{~~.. `~t''., FILE NUMBER 21 10-1062
v~~,v ~~~nY UNTY CUMBERLAND
~~ ~" N 101
CARLISLE PA 17013-3445
APPEAL DATE: 08-04-2012
(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 ~
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RYKOSKEY EDWARD JFILE N0.:21 10-1062 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 189, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 65, 307.82 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 163,230.82
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 417,538.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 48.75 3.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 76 8.33
11. Total Deductions (11) 49,522.03
12. Net Value of Tax Return (12) 368,016.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 368,016.61
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 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 368.01!.61 x 045 = 16,560.75
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 16,560.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
07-05-2011 CD014659 .00 14,370.00
01-03-2012 CD015414 .00 2,190.75
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-04-2012 TOTAL TAX PAYMENT 16,560.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. 35.41
TOTAL DUE 35.41
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.