HomeMy WebLinkAbout05-28-10-,, ;-~OT#~~,~-OP;`INHERITANCE TAX
APpRAI`SE'M~NT, 'AI„r'LOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -~11 ~~ <.
INHERITANCE TAX DIVISION i'~~.~3+~~piI~CTIi3NS: AND ASSESSMENT OF TAX
PD BOX 2806D1
HARRISBURG PA 17128-0601
Z~~O ~~Y 28 P~ ! ~ ~
CLERK ~~
ORP~~I'S COURT
MARCI S MILLER OUI~R~~~~-~'`~'~'~ i~~ , pA:
HAZEN ELDER LAW
2000 LINGLESTOWN RD 2
HARRISBURG PA 17110
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF BILUNAS JEAN R
DATE OF DEATH 04-10-2009
FILE NUMBER 21 09-0428
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS E'er _
REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BILUNAS JEAN RFILE N0.:21 09-0428 ACN: 101 _____ ___ _____
OR - -
DATE: 05-24-2010
TAX RETURN WAS: (X ) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 148,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 2,412.4 6
6. Jointly Owned Property tSchedule F) (6) .0 0
7. Transfers (Schedule G) C7) 322, 86$ . 17
t C8) 543,780.63
8. s
Total Asse
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5 0,9 9 4.8 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,3 0 0.2 9
C11) 55, 295.14
11 . Total Deductions 488,485.49
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
Subject to Tax
t
f E
t
t V
l C14) 488,485.49_
14. s
a
e
ue o
a
Ne
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 C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 488 .4$5.49 X 045 = 21 , 981.85
17. Amount of Line 14 at Sibling rate C17) .0 0 X 1 2 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 21 , 981.85
TAY (_RFi]tTS e
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-29-2009 CD011436 1,026.32 19,500.00
01-08-2010 CD012218 .00 1,455.53
TOTAL TAX PAYMENT 21,981.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONSr`~