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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-06D1
NOTICE OF INHERITANCE TAX
AP~I,SEMENfi DANCE OR DISALLOWANCE
'~~-DEDit~t~IOh , ND ASSESSMENT OF TAX
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Pennsylvania t~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-lll
~~ ~~~ ~3 ~ ~~, J~ DATE 04-23-2012
~•"-"z" ESTATE OF MALLIOS VASILIKI
DATE OF DEATH 07-27-2010
CLERK r'F FILE NUMBER 21 10-0790
ORPHANS, ~-'~~~iT COUNTY CUMBERLAND
ROBERT G FREY ~)MR~~1 {~'"`cry r~11, pA ACN 101
5 S HANOVER ST APPEAL DATE: 06-22-2012
CA R L I S L E P A 17 013 ( 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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MALLIOS VASILIKI FILE N0.:21 10-0790 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 526,87 5.00 NOTE: To ensure proper
90,232.74 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 44,24 3.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 661 , 350.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3,4 67.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 45 9.00
11. Total Deductions C11) 3,926.00
12. Net Value of Tax Return C12) 657,424.74
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 657,424.74
NOTE: If an assessment was issued previously, li nes 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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 657.494.74 x 045 = 29,584.11
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 29,584.11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-16-2011 CD015350 .00 5,986.98
INTEREST IS CHARGED THROUGH 05-08-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
TOTAL TAX PAYMENT 5,986.98
BALANCE OF TAX DUE 23,597.13
INTEREST AND PEN. 843.86
TOTAL DUE 24,440.99
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~h
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REV-1470 EX (01-10)
pennsylvan~a
~~ DEPARTMENT OE REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Mallios, Vasiliki
INHERITANCE TAX
EXPLANATION
OF CHANGES
KtVItYYtU 1ST
SCHEDULE
A
Daniel Heck
R _.
2110-0790
101
EXPLANATION OF CHANGES
1 The county computed assessed fair market value of the real estate $526,875.00, has been
placed on this schedule. Effective 10/2011 the Department has a new policy that when the
value of the real estate has not been established within 15 months from the decedent's date
of death by the estate, the Department will use the county computed assessed fair market
value of the real estate for inheritance tax purposes. County assessed value $421,500.00 x
1.25 common level ratio = $526,875.00
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