HomeMy WebLinkAbout04-19-13 � OF INHERITANCE TAX pennsylvania
P A gqTW ftE ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAX ECiS t FDpC-SIONS AND ASSESSMENT OF TAX ID
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
BOX
HA 2013 APR I
HARRISBURG URG P PA 17128-0601 H �� 1
t DATE 04-15-2013
CLERK C!° ESTATE OF CEKOVICH JR JOSEPH
0RPHANS' CLtU �. DATE OF DEATH 05-29-2012
CUMBERLAND �C�`�„ ���# FILE NUMBER 21 12-0677
_ _ COUNTY CUMBERLAND
KEITH 0 BRENNEMAN ESQ ACN 101
44 W MAIN ST APPEAL DATE: 06-14-2013
M E C HA N I C S B U R G PA 17055-6249 (See reverse side under Objections)
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
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REV-1547 EX AFP (12-11 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CEKOVICH JR JOSEPH FILE NO. :21 12-0677 ACN: 101 DATE: 04-15-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 317,417.85
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 317,417.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14,6 6 8.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,988.27
11. Total Deductions (11) 19,656.38
12. Net Value of Tax Return (12) 297,761.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 297,761.47
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 717.n49_1 7 X 045 = 9,542.21
17. Amount of Line 14 at sibling rate C17) A01 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 85,712.30 X 15 = 12,856.85
19. Principal Tax Due (i9)= 22,399.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-24-2012 CDO16421 1,105.26 21,000.00
03-01-2013 CDO17253 .01- 293.81
04-08-2013 SBADJUST .00 .01
TOTAL TAX PAYMENT 22,399.06
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.