HomeMy WebLinkAbout02-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~j'-'r'`.. ~ !'N~Jfit~~k'OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~$~15EMEMT,'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,<~La.~1TF;,I1f~fUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
FU-RRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
Z~~~~~$2~ A~~(;23 DATE 02-16-2009
ESTATE OF DURKISH VINCENT B
C~~~-'~; ~r DATE OF DEATH 01-15-2008
ORPNAP''S `,~~~.Y. FILE NUMBER 21 08-0447
COUNTY CUMBERLAND
EDWARD P SEEBER CJ^''r~`' - ~' ~ ~ ~'~ • PLL ACN 101
JAMES SMITH ETAL APPEAL DATE: 04-17-2009
555 GETTYSBURG ST C-4 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS !~ _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DURKISH VINCENT B FILE N0. 21 08-0447 ACN 101 DATE 02-16-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 134,523.99 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,809.16
6. Jointly Owned Property (Schedule F) C6) 2,705.38
7. Transfers (Schedule G) (7) 1,387,225.47
e. Total Assets (g) 1,528,264.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,065.12
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 398,195.83
11. Total Deductions C11) 4 60 _ 95
12. Net Value of Tax Return (12) 1, 106, 003.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1,106,003.05
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:
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. Principal Tax Due
(15) 820,284.70 X
(16) 285,718.35 X
C17) .00 X
(18) .00 X
00 _ .00
045_ 12,857.33
12 .00
15 .00
(ly)= 12,857.33
~^ PALM NT~~
DATE REC PT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-15-2008 CD010419 .00 17.,857.33
TOTAL TAX CREDIT 12,857.33
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 l
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)