HomeMy WebLinkAbout05-09-11NOTICE OF INHERITANCE TAX pennsylvan~a ~
APIJ~(~.~,>~''S~MEN~, ;~I~LIIANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r`
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~ .~I~Dq'CTTQ~M~ c?Q-ND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
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PO BOX 280601
HARRISBURG PA 17128-0601
~" --'.'~ ~', -~ DATE 04-25-2011
ESTATE OF F]:NKLESTEIN MELVIN C
~~Lr.;,, ,,.,~ DATE OF DEATH 12-28-2009
FILE NUMBER 2]. 10-0025
~+ COUNTY CUMBERLAND
JOHN HARBILAS ACN 101
33 N SECOND ST APPEAL DATE: 06-24-2011
HARRISBURG P A 17101 (See reverse side under Objections )
Amount Remitted(
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE Pro 17013
CUT ALONG THIS LINE _--~ __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ ~ __
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENI" OF TAX
ESTATE OF: FINKLESTEIN MELVIN (FILE N0.:21 10-0025 ACN: 101 _________________
OR
DATE: 04-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A) C1) •~ ~ NOTE: To ensure proper
. (2) 148, 110.00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •~ ~ of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 51,8 2 7.0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) :3,0 0 0.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
C7) 154, 089.00
7. Transfers (Schedule G)
(8) 357 , 026.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
C11) .0 0
11. Total Deductions 357, 026.00
12. Net Value of Tax Return C12) 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
14. Net Value of Estate Subject to Tax (14) 357, 026.00
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:
00 X 00
026
357
= . 00
15. Amount of Line 14 at Spousal rate (15) .
,
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .~ 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
C19)= .0 0
19.
T~v rn Principal Tax Due
rnTTC.
. PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.