HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP~PRAISEMENT!~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION O~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ ,
HARRISBURG PA 17128-0601
4`" ~ f l_~:~i I
...;.,
STEVE C NICHOLAS r_ _ ~'
STE 37
2215 FOREST HILLS DR
HBG PA 17112-1099
~1) 616, 061.00
C2) 242, 265.15
C3) .00
c4) .00
c5) .00
c6) .00
~7) 1,433,218.00
CUT ALONG THIS LINE _ ~-i -_RETAIN_LOWER_PORTION FOR YOUR RECORDS 4-- _ _______________
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOULOUMES HARRY NFILE N0.:21 09-llbb ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MortgageslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvan~a ~ ~~
QEPARTMEN7 OF REVENUE
REV-1547 IX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
«) 2,291,544.15
Cq) 98 , 780.97
clo) .00
tll) 88,780.97
11. Total Deductions 763.18
192
2
12. Net Value of Tax Return (12) ,
,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
t t
T C14) 2, 192, 763.18
14. ax
o
Met Value of Estate Subjec
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 1 , 067 , 793.18 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 . 1 ?4 , 97~ . 00 x 045 = 50 , b23. 65
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 - .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)= 50, 623. b5
.
rex rQ~nTTC~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-17-2009 CD012114 2,531.18 52,250.00
TOTAL TAX PAYMENT 54,781.18
BALANCE OF TAX DUE 4,157.53CR
INTEREST AND PEN. .00
TOTAL DUE 4,157.53CR
* 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 INSTRUCTIONS.
DATE 10-19-2010
ESTATE OF TOULOUMES HARRY N
DATE OF DEATH 09-19-2D09
FILE NUMBER 21 09-1166
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections
Amount Remitted!
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013