HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
. NOTICE OF INHERITANCE TAX pennsylvan~a ~ s
APPRA~~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF~DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-10)
ANTHONY L DELUCA ESQ ~~
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
DATE 03-14-2011
ESTATE OF KRITIKOS JOHN
DATE OF DEATH 10-27-2010
FILE NUMBER 21 10-1094
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-13-2011
(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 POR_TION_ FOR YOUR RECORDS F-- _ ___________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KRITIKOS JOHN FILE N0.:21 10-1094 ACN: 101 DATE: 03-14-2011
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 Stack/Partnership Interest (Schedule C)
4. Mortgages/Notes 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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 191,000.00
~2) .00
c3) .00
c4) .00
c5) 217,421.47
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 408,421.47
c9) 47 , 758.04
clo) 209.08
11. Total Deductions (11) 47,9b7.12
12. Net Value of Tax Return X12) 360,454.35
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 360,454.35
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to d ate.
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 (16) 360 , 4~4 . S x 045 = 16, 220 .44
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 ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due ~ 19?= 16 , 220.44
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-11-2011 CD013887 811.02 15,409.42
TOTAL TAX PAYMENT 16,220.44
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 FOR INSTRUCTIONS.