HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
., ,N,Q-T{,~~ pf INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _''~~' `l~ .-
I~pPRAlS$M~MTr ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "_., OF"DEDUC'J`tbN S. AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-OB)
Z~r~~ v~t~~' _g ~6i1~; ~'~ DATE 01-05-2009
ESTATE OF GRIGONIS LELA A
DATE OF DEATH 01-28-2008
~~li/ f _\...
(;~ ~ •.~ FILE NUMBER 21 08-0152
~~r-? t~(~ -~Tn^ COUNTY CUMBERLAND
R MARK THOMAS ESq ~~~!, '" ~ .. ''?~ ACN 101
101 S MARKET ST ~'~~ APPEAL DATE: 03-06-2009
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --) RETAIN LOWER PORTION FOR YOUR RECORDS E- --------------
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRIGONIS LELA A FILE N0. 21 08-0152 ACN 101 DATE 01-05_2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) {2} 128,677.68 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) {3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 0 6,92 8.57
6. Jointly Owned Property (Schedule F) {6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets {g} 335, 606.25
APPROVED DEDUCTIONS AND EXEMPTIONS: 35,712.72
9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule H) C9]
10. Debts/Mortgage Liabilities/Liens {Schedule I) C10) 6.54 0.30
11. Total Deductions {il) 42.251.02
12. Net Value of Tax Return {12) 293,353.23
13. Charitable/Governmental Bequests; Non-elected 9113, Trus ts {Schedule J) C13) .00
bject to Tax
t
t
S
f E C14} 293,353.23
14. e
u
s
a
Net Value o
NDTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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/Class A rate {16) 293,353.23 X 045 = 13,200.90
17. Amount of Line 14 at Sibling rate {17} .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19 Princi
al Tax Due {19}= 13,200.90
. p
,~~
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-28-2008 CD009626 631.58 12,000.00
09-26-2008 CD010326 .00 600.90
TOTAL TAX CREDIT 13,232.48
BALANCE OF TAX DUE 31.58CR
INTEREST AND PEN. .00
TOTAL DUE 31.58CR ~
\L
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
-~-•+ .-+~,^uieTTON OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
ocGiiun. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)