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HomeMy WebLinkAbout12-21-12 NOTICE OF INHERITANCE TAX pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12) PO BOX 280601 HARRISBURG PA 17128-0601 - a. _ DATE 12-24-2012 RECEZ - 7 VO ' ESTATE OF PROKOPVLADYKA FREDA DATE OF DEATH 10-03-2011 ` `,E L 1 FILE NUMBER 21 11-1196 ,~:j COUNTY CUMBERLAND STEVE C NICHOLAS EXEC CLEPki. ACN 101 STE 37 ^t' 11' APPEAL DATE: 02-22-2013 2 215 FOREST HILLS (See reverse side under Objections) HARRISBURG PA~7~1~Ig Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT-ALONG -THIS -LINE --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: PROKOPVLADYKA FREDA FILE NO.:21 11-1196 ACN: 101 DATE: 12-24-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 120,536.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, . submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,377,266.33 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 1,497,802.33 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29,649.93 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,535.20 11. Total Deductions (11) 38, 185.13 12. Net Value of Tax Return (12) 1,459,617.20 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,318,655.48 14. Net Value of Estate Subject to Tax (14) 140,961.72 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) .0 0 X 045 = .00 17. Amount of Line 14 at Sibling rate C17) .0 n x 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 140 , 961 .72 X 15 = 21,144.26 19. Principal Tax Due (19)= 21, 144.26 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 12-29-2011 CDO15398 1,057.21 21,500.00 TOTAL TAX PAYMENT 22,557.21 BALANCE OF TAX DUE 1,412.95CR INTEREST AND PEN. .00 TOTAL DUE 1,412.95CR=`1 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.