HomeMy WebLinkAbout08-07-06
08-07-2006
PASTORKOVICH
01-10-2006
21 06-0518
CUMBERLAND
101
APPEAL DATE: 10-06-2006
( See reverse side under Objections)
A.ount Reaittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PASTORKOVICH STEPHEN J FILE NO. 21 06-0518 ACN 101 DATE 08-07-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:-:::('("Q\'[:" {\lP~~r:OF INHERITANCE TAX
i '. ., '... ".'; iAPPR~ISEtteHt,' ALLOWANCE OR DISALLOWANCE
: DF'PEoUCTI9NS AND ASSESSMENT OF TAX
,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
71""l"( nll10 - -1
..u )0 R;\.'!.J
P~.,1
; 11
2: 5\
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
P'
MARY ELLEN PASTORKO\(JiCH
419 PAWNEE DR
MECHANICS BURG
PA 17050
.
REV-1547 EX AFP (06-05)
STEPHEN
J
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF ~ETURN BASED ON: ORIGINAL RETURN
1. Reel Estete (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
4. Hortgeges/Notes Receivllble (Schedule D)
S. Cesh/Benk Deposits/Misc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trensfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
1.100.00
129.715.00
38L830.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgege Lillbilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Cheritllble/GovernBentel Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Velue of Estate Subject to Tex
(9)
(10)
18,435.00
507.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your eccount,
subIIi t the upper portion
of this for. with your
to pe~t.
518,645.00
lA.Q4? no
499,703.00
.00
499,703.00
NOTE: I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A.ount of Line 14 at Spousal ...te (1S) 499,703.00 X 00 = .00
16. A.ount of Line 14 taxllble at Lineal/Class A rate (16) .00 X 045 = .00
17. AIIount of Line 14 at Sibling rete (17) .00 X 12 = .00
18. AIIount of Line 14 toable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tex Due (19)= .00
DATE
INTEREST/PEN PAID (-)
AHOUNT PAID
NUHBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
if
.
REV-1470 EX (6-88)'
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Stephen J. Pastorkovich
FILE NUMBER
REVIEWED BY
Sheila Megonnell
ACN
2106-0518
101
ITEM
SCHEDULE NO.
G 1
EXPLANATION OF CHANGES
The IRA is fully taxable as the decedent is the primary owner and the transferee is a
beneficiary not a joint owner.
G 2&3
IRA's and Retirement Investments are fully taxable with no exclusion.
ROW
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