HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,- ••- - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF TSEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ __ ..
HARRISBURG PA 17128-0601
J.,.L 1. \
OFiPH~~~'S ; c,~_l~T
LEONARD TINTNERC~~y~',_.__ ~_ I,!, ~ .~.. FA,
315 N FRONT ST
PO BOX 741
HBG PA 17108-0741
REV-1547 EX AFP (12-OS)
DATE 01••27-2009
ESTATE OF CO"fSARELIS HELEN
DATE OF DEATH 04•-20-2008
FILE NUMBER 21 08-0599
COUNTY CUMBERLAND
ACN 10'1
APPEAL DATE: 03-28-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F- ______________
REV-1547 EX AFP C12-OS) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COTSARELIS HELEN FILE N0. 21 08-0599 ACN 101 DATE 01-27-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1.
2.
3. Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C) (1)
(2)
(3) .00
.00
.0 0 NOTE: To insure proper
credit to your account,
submit the upper portion
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) 167,342.24
6. Jointly Owned Property (Schedule F) (6) 32,562.43
7.
B. Transfers (Schedule G)
Total Assets (7) 97, 194.97
(B)
297, 099.64
APPROVED DEDUCTIONS AND EXEMPTIONS: 26,465.54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11.
12.
13.
14. Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Tru
Net Value of Estate Subject to Tax
sts (Sch (11)
C1P)
edule ,I) (13)
(14) ?6.465.54
270,634.10
.00
270,634.10
NOTE: 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:
156,929.23
00
.00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 113, 704.87 X 045 = 5, 116.72
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 5, 116.72
~~`PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-08-2008 CD010387 .00 5,116.72
TOTAL TAX CREDIT 5,116.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. `
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)