HomeMy WebLinkAbout01-20-11_, 0,~,.ICE OF INHERITANCE TAX
u of INDIVIDUAL TAXES` " ~~ ~ APPRAIS~M~~1T, ALLOWANCE OR DISALLOWANCE
BURSA
INHERITANCE TAx DIV1s1DN OF DEDtI'~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601
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STEVE C NICHDLA.~ ~~ESQ
STE 37
2215 FOREST HILLS DR
HBG PA 17112-1009
pei~r~sylvania ~
DEPARTMENT OF F2EVENUE
REV-1547 E): AFP (12-].0)
DATE 01-10-2011
ESTATE OF TDUL~UMES HARRY N
DATE OF DEATH 09-19-2009
FILE NUMBER 21 09-1166
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See reverse side under Obje~~tio~zs
Amount Remitted C __
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURT~H~USE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ --RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TDULOUMES HARRY NFILE N0.:21 09-1166 ACN: 101 __ __ ____ __
OIR - -
DATE: 01-10-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED __ __
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NOD. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure Proper
(2) 431 , 343.78 credit: to your account,
2. Stocks and Bonds (Schedule B) submit: the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (S~:hedule G) (7) . 00
(8) 431,343.78
s. Total Assets ___
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deduct.ion~s (11? -__ .00
(12) ~+31:343.78
12. Net Value of Tax Return -~
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) ___ •0 ~
ct to Tax
bj
t
t
S
f E (14) 2,624,1Ob.96
14. u
e
s
e
a
Net Value o ___
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) 1 , 499 , 136.96 X 0 0 _ _ . 0 0
16. Amount at Line 14 taxable at Lineal/Class A rate ( 16) 1 1 ?4 , 970.00 X 045 _ _ 50 , 623.6!5
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ _ .0 0
19. Principal Tax Due (19)_ _ 50 , 623.6!5
TSX CRFTITTS:
PAYMENT
DATE !~ RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-17-2009 CD012114 2,531.18 52,250.00
10-15-2010 REFUND .00 4,157.53-
TOTAL TAX PAYMENT ~ 50,623.65
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F-OR IPJSTRIICTIONS.