HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
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BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -- REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF BORZOK JULIA
DATE OF DEATH 08-24-2013
FILE NUMBER 21 13-0955
CHELAP ESQ GREGORY S COUNTY CUMBERLAND
FL 6 ACN APPEAL DATE: 11-21-2014
17 S 2ND ST (See reverse side under Objections)
HARRISBURG PA 17101-2053 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE —0,---RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4----------------------
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BORZOK JULIA FILE NO. :21 13-0955 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 78,975.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portio,
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) 138,478. 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 22,907.00
8. Total Assets (8) 240.360.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29.766. 00
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16.945.00
11. Total Deductions (11) 46,711 . 00 _
12. Net Value of Tax Return (12) 193,649.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax (1 195z 6442 Or01
J)
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1V aiDd/or Tug w Ti,
reflect figures that include the total of all returns assessed to ,da�Pe N - i o
ASSESSMENT OF TAX: - _ (., r-r7
15. Amount of Line 14 at spousal rate (15) .00 a _C
16. Amount of Line 14 taxable at lineal rate (16) 793.6rn- On x 045,5 X714;-.(F
17. Amount of Line 14 at sibling rate (17) - nn X 12
18. Amount of Line 14 taxable at collateral rate (18) .DO X 15
' � n
19. Principal Tax Due T19)J 71jr6.,Q$
TAX CREDITS: -' O
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-21-2013 CDO18441 435.70 10,000.00
TOTAL TAX PAYMENT 10,435.70
BALANCE OF TAX DUE 1,721 .70CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,721 .70CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.