HomeMy WebLinkAbout10-15-10NOTICE OF INHERITANCE TAX p~nnsylvan~a ~
BUREAU OF INDIVIDUAL TAXES ~~~~R'~~i~~~`N~'"~ ~ ~-~-OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE f
_. __ _ r
INHERITANCE TAX DIVISION - Q~' l?€D~1'CTIb1~S'~~ AND ASSESSMENT OF TAX REV-1547 Ex AFP C12-D9)
PO BOX 2806D1 f ,.
HARRISBURG PA 17128-0601
~~~~ ~~.-~ ~., 4,, DATE 10-11-2010
~ Fi ; ~' °' PERLOSKI JOHN J
~~ ESTATE OF
DATE OF DEATH 1D-31-2009
~._ , ,. ~, FILE NUMBER 21 09-1128
~'~~~~ <<-~.i ; `~ ~~~. ° ~ - COUNTY CUMBERLAND
JEFFREY PERLOSKI ,., ACN 101
21508 N RUHL RD APPEAL DATE: 12-10-2010
F R E E L A N D M D 210 5 3 (See reverse side under OE jections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETAIN LOWER POR_TION_ FOR YOUR RECORDS E~- _ _____________ _
REV-1547 EX AFP C12-09~ NOTICE OF-INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: PERLOSKI JOHN JFILE N0.:21 D9-1128 ACN: 101 DATE: 10-11-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) (1) 142, 500.00
2. Stocks and Bonds (Schedule B) (2) 50 , 266 .28
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 59, 304.84
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 114,215.72
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 366 , 286.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6. 6 94.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .D 0
11. Total Deductions C11) 6, 694.00
12. Net Value of Tax Return C12) 359,592.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 359,592.84
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
TAX CREDITS:
(15) .00 x 00 = .00
(16) 359,92.84 x 045 = 16,181.67
(17) . 00 x 12 = . 00
(18) .00 x 15 = .00
c19)= 16, 181.67
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-28-2010 CD013110 .00 16,181.67
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 16,181.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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