HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX 1 pennsyEvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT Of REVENUE
INHERITANCE TAX DIVISION REV-2547 EX APP (08-13)
PO BOX 289601
HARRISBURG PA 17128-0601
DATE 03-17-2D14
ESTATE OF BURDULIS MICHAEL J
DATE OF DEATH 04-18-2013
FILE NUMBER 21 13-0610
COUNTY CUMBERLAND
BROWN JAN L ACN 101
STE 12 APPEAL DATE: 05-16-2014
845 SIR THOMAS CT (See reverse side underObjecdons)
HARRISBURG PA 17109 Amount Remitted l---- -----�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURDULIS MICHAEL JFILE NO. :21 13-0610 ACN: 101 DATE: 03-17-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 78,761 .30 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest tSChadule C3 (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 47,539.27
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 450,537.91
8. Total Assets t8) 576,838,48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 26,830.79
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) .00
11. Total Deductions (11) 26x830.79
12. Net Value of Tax Return (12) 550,007.69
15, Charitable/Governmental Bequests; Man-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 550,007.69
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date. L.-4
ASSESSMENT OF TAX: C - 37
15. Amount of Line 14 at spousal rate (15) 450,537.91 X 0 ' -rrj
16. Amount of Line 14 taxable at lineal rate (16) 49.469-7R X 0 —�,-r- 4m476 ' ,t
17. Amount of Line 14 at sibling rate (17) -nn X 1 ;, -,0; j
16. Amount of line 14 taxable at collateral rata (IB) .00 X 1!!E
( �
19. Principal Tax Due (�X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) i
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
N
INTEREST IS CHARGED THROUGH 04-01-2014 TOTAL TAX PAYMENT , p0
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,476.14
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 26.79
TOTAL DUE 4,502.93
* 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 FOR INSTRUCTIONS. �\�
REVg4?d EX(didd}
r pennsylvania INHERITANCE TAX
y; DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUALTAXE$ OF CHANGES
PO BOX 280601
KABSISBURQ.2A 17128-0601
DECEDENT'S NAME FILE NUMBER
Michael J. Burdulis 2113-0610
REVIEWED BY ACN
Shannon E Baker
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Under the terms of the family trust,the trustee may distribute principal to issue during
the lifetime of the surviving spouse. In the absence of a request for a future interest
compromise, the Department has the right to assess tax at the highest rate in the chain
of potential distributions. Therefore, the tax has been assessed at 4.5% on the value of
the family trust.
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