HomeMy WebLinkAbout03-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTM11ENT OF. REVENUE
NQTTC'~ ~F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMEN;T, ALLQ,WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEpIV;CT!LISNS.'+A~1~ `ASSESSMENT OF TAX
PO BOX 280601 --
HARRISBURG PA 17128-0601 'j REV-1547 EX AFP (01-09)
ZD~gMAR 20 PMI~A~E 03-16-2009
ESTATE OF KERTULIS SR ANTHONY S
~ DATE OF DEATH 08-07-2007
C~~~ ~~
~P~N'~~(v~~~ITYUMBER CUMBERLAND
EDMUND G MYERS CU~~`- `'1~" ~ ~J4ACN 101
JOHNSON ETAL APPEAL DATE: 05-15-2009
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 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 ~--'~ --------------
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KERTULIS SR ANTHONY S FILE N0. 21 07-1015 ACN 101 DATE 03-16-2009
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. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) C2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) 304,405.33
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 72, 058 .48
8. Total Assets fig) 376,463.81
APPROVED DEDUCTIONS AND EXEMPTIONS: 38,118.85
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) -.00
11. Total Deductions C11) 38.118_Sr,
12. Net Value of Tax Return C12) 338,344.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13) 263,286.48
14. Net Value of Estate Subject to Tax (14) 75, 058 .48
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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 (15) 75,058.48 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 04 5 = .00
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)= .00
TAY ( QFi1TTC •
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
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. rt
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)