HomeMy WebLinkAbout02-28-11y ~~'~9~t~ OF INHERITANCE TAX pennSy~Van~a ."~ ~ ~~
BUREAU OF INDIVIDUAL TAXES --~-~Ai~~43SEM~EN~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~- - ~~'' 0'F r~~DED~U'~~'~IONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601 jj
.. a ..,_ ~ { . id Yr.. 1 ,. .. ~r
DATE 02-21-2011
~y.` ESTATE OF BILUNAS JEAN R
CLEiir~1(y~^I T DATE OF DEATH 04-10-2009
rr,i~.~..:.,, ,,~;,-~ ~~,~r`~ ~,,:~ FILE NUMBER 21 09-0428
C`'``~'~~'`-''~' ~"~ ``" COUNTY CUMBERLAND
MARIELLE F HAZEN ACN 101
SUITE 202 APPEAL DATE: 04-22-2011
2 0 0 0 L I N G L E S T O W N R D (See reverse side under Objections
HARRISBURG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-- _ ___
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BILUNAS JEAN RFILE N0.:21 09-0428 ACN: 101 DATE: 02-21-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 taX: payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 60,813.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
c8) 60,813.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) ,7 g 7,g
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions X11) 3, 787.82
12. Net Value of Tax Return X12) 57, 025.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 545,510.67
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S4S , S1 0.67 X 045 = 24, 547.98
17. Amount of Line 14 at Sibling rate (17) _0 D 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)= 24,547.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-29-2009 CD011436 1,026.32 19,500.00
01-08-2010 CD012218 .00 1,455.53
11-23-2010 CD013711 66.70- 2,632.83
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-24-2010 TOTAL TAX PAYMENT 24,547.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. 22,78
TOTAL DUE 22,78
* 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 FOR INSTRUCTIONS.