HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAiXE4'~' "~ ASP ~;fMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx D1v1s1oN _ ~ ' UP~ EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '- y '
HARRISBURG PA 17128-0601 '~~` ~ `'` `~' ' "' '
ZOCO P9AR 26 P!~ 12~ 4 I
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ORPHA~~!'S GOl1RT
JOHN R FEN~1(}~94CH~R~ (`~~ ~A
FENSTERMACHER ~ ASSOC
5115 E TRINDLE RD
MECHANICSBURG PA 17050
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-22-2010
ESTATE OF ELIAS GEORGE J
DATE OF DEATH 12-20-2008
FILE NUMBER 21 09-0120
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount Remittedr- _
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ELIAS GEORGE JFILE N0.:21 09-0120 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: (~O ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 225,515.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) c2) 1 75,675.04 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . Cf this form with Your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) (5) 79,4 39.60
6. Jointly Owned Property (Schedule F) (6) 3,086.45
7. Transfers (Schedule G) c7) 343,633.12
e. Total Assets CB) 877.349.21
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 23. 761.13
10. Debts/Mortgage Liabilities/Liens (Schedule I) c10) .0 0
11. Total Deductions cll) 23, 761.13
12. Net Value of Tax Return c12) 853,588.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 853,588.08
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate c16) 853.588.08 X 045 = 38,411.46
17. Amount of Line 14 at Sibling rate C17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00
19. Principal Tax Due c19)= 38,411.46
TAX CREDITS:
P DATENT I RNUMBER I INTEREST/PEN PAID c-) I AMOUNT PAID l
rnz_)n_~nno rnntnou~ 1_R49 )) ~~_nnn nn l
INTEREST IS CHARGED THROUGH 04-06-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 36,842.11
BALANCE OF TAX DUE 1,569.35
INTEREST AND PEN. 38.50
TOTAL DUE 1,607.85
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" GCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F',OR INSTRUCTIONS.