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R~GISTLR O ~zrILLS OF `c~~~ ~%-~-~'~ ~~ COL~~ iY, PL?ti~S~'L`J.zNil~
Na~11e of Decedent: ` ~,~,"_~? j . _~c~~~Of~' ~`J ,c. ~
Date of Death: ~ ~ ~ b ~ ~~~~ Fire Nlnl~ber: 2 ~{~ ~. ~0~~~ ~
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the above-captioned estate:
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1. Star° v;fhetLer adn:ini~tration cif the estate ;s cer~,hiete .................. . .. ~ `r'es (~ No
2. If the answer is No, state when tl^ie personal representative
reasonably believes that the ad~7linisrration will be complete:
3. If the answer to No. 1 is 5.'ES, state tl~e following:
~" ~ ~ ....... Yes ~ .No
a. Did the personal representative file a final aeoun~ wrtll the Lourt. .
b. The separate Orphans' Court I~To. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
........................ []Yes ^IvTo
inforn~ally to the parties in interest? ...... .
d. Copies of receipts, releases.. ioinders and approvals of foi-inal or informal accents nay be
rued wiih tine Clerk of the Orphans' Cou ~ nd lnay be a ched to this report.
Dare ` .... ~~~~~
ur° J Person 1 s corm
Capacit`~: [~Personai Representative Counsel
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,Nome of P21"SO11 Fling this Fa-m
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBIN J MARZELLA
R J MARZELLA &~ ASSOC
3513 N FRONT STREET
HARRISBURG PA 17110
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
A1nTTf ~ QF TNI-IERTTAN,CE TAY
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE -
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
DATE 06-29-2009
ESTATE OF PASTORKOVICH STEPHEN J
DATE OF DEATH 01-10-2006
FILE NUMBER 21 06-0518
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-28-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------•-u-----------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PASTORKOVICH STEPHEN J FILE N0. 21 06-0518 ACN 101
-----------------
OR
DATE 06-29-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CFIANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. Ol
1. Real Estate (Schedule A) C1) •0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4)
.00
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 211,218.01
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets Cg) 211 , 218.01
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) .0 0
12. Net Value of Tax Return C12) 211,218.01
13. Charitable/Governmental Bequests; Non-elected 911 Trusts (Schedule J) c13) .0 0
710,921.01
I4. Net Value of Estate Subject to Tax CI4)
NOTE: If an assessment was issued previously, l ines 14, 15 and%or 16, 17, 18 and ?9 wilt
reflect figures that include the total i~f ~-LL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lire 14 at Spousal rate C15) 710,921.01 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 (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .0 0
19.
T~V f+rf Principal Tax Due
rTT Tn _ C19)= .0 0
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. LF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-'470 EX (6-SJ~
` INHERI I ANCt I AX
"~~ ~`~' EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Stephen J. Pastorkovich 2106-0518
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E ~ ~ Accepted additional assets.
ORIGINAL PaQ2 1