HomeMy WebLinkAbout01-16-07
01-09-2007
DOULGERIS
06-14-2006
21 06-0561
CUMBERLAND
101
APPEAL DATE: 03-10-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTM~~T OF REVENUE
"",-~\Nl)ti-CE':OF ,INHERITANCE TAX
'Y"~~PRAligE'M'EN;r:~, ALLOWANCE OR DISALLOWANCE
"',;OFtiEDV:CTIO"'SAND ASSESSMENT OF TAX
HUBERT X GILROY ESQ
BROUJOS & GILROY
4 N HANOVER ST
CARLISLE
I t,~ \ b ?~\ \'2.: QODATE
1~~1 J~\'l ESTATE OF
_". \I (\i-. DATE OF DEATH
C\ \=.--,\\ Vi
..J\.:-' 'r.,,' ,-('I' 01" FILE NUMBER
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O?\I(\~C!" '- --',"'. Di\ COUNTY
f"\ \\.r' . ACN
\,-l'V'
PA 17013
'*'
REV-1547 EX AFP (06-05)
GEORGE
J
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DOULGERIS GEORGE J FILE NO. 21 06-0561 ACN 101 DATE 01-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.00
.00
.00
158,361.70
68,824.66
.00
57,344.40
(8)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
16,781. 44
(9)
(10)
1.917.18
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
284,530.76
lR.~QR*~?
265,832.14
.00
265,832.14
NOTE: If an assess.ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
(15) .00 X 00 .00
(16) 265,832.14 X 045 = 11,962.45
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 11,962.45
AMOUNT PAID
11,962.45
+)
PAID (-)
.00
C I
NUMBER
CD007434
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
11,962.45
.00
.00
.0
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)