HomeMy WebLinkAbout02-22-13NOTICE OF INHERITANCE TAX
-- APPRALSEL!I.ENT_, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTION$ AF1D ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601 RFC~~~~~ ~~.~~~~ ~~
HARRISBURG PA 17128-0601 vf1
RE~~S~~ ~~ ~ i~i.~
~Q13 FF~ ~~ i i ~~' t~~~
JOHN R ZONARICH H~~~' ~~
17 S 2ND ST
HARRISBURG PA 17101-2053
cl) 82,280.00
c2) .00
c3) .00
c4) .00
c5) 335, 719.00
c6) 82, 659.00
c7) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MALESIC MARY EFILE N0.:21 12-0316 ACN: 101 DATE: 02-18-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP C09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 500,658.00
c9) 40 , 688.00
clo) 3,104.00
11. Total Deductions C11) 43, 792.00
12. Net Value of Tax Return C12) 456,866.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 451,866.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1B and/or 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) 443.R6b_nn X 045 = 19,974.00
17. Amount of Line 14 at sibling rate C17) •n ~ X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) 8,000.00 x 15 = 1,200.00
19. Principal Tax Due C19)= 21,174.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-30-2012 CD016043 894.74 17,000.00
11-30-2012 CD016869 .00 3,324.00
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
DATE 02-18-2013
ESTATE OF MALESIC MARY E
DATE OF DEATH 03-03-2012
FILE NUMBER 21 12-0316
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-19-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
21,218.74
44.74CR
.00
TOTAL DUE 44.74CR
* 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 FOR INSTRUCTIONS.