HomeMy WebLinkAbout07-07-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF COTSARELIS ELIAS N
DATE OF DEATH 06-28-2013
FILE NUMBER 21 13-0773
COUNTY CUMBERLAND
TINTNER ESQ LEONARD ACN 101
315 N FRONT ST APPEAL DATE: 09-05-2014
HARRISBURG PA 17101-1203 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4---
REV-1547 EX AFP C08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COTSARELIS ELIAS NFILE NO. :21 13-0773 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 349,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
. 00 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) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 544,647.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) ,00
8. Total Assets (8) 893,647.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 77,247.62
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,345,35
11. Total Deductions (11) 78,592.97
12. Net Value of Tax Return (12) 815,054.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 815,054.83
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) R16.ne:4 R3 X 06 = 34,�677.47
17. Amount of Line 14 at sibling rate (17) .00 X 1 '�'
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1*^ r- r-D�
19. Principal Tax Due �[r1�� +- 6,677_.-4 ,
TAX CREDITS: LCr5 r..t ;J f
PAYMENT RECEIPT DISCOUNT (+) -
AMOUNT PAID ��. -p Cn•�r3
DATE NUMBER INTEREST/PEN PAID C-)
08-22-2013 CDO18058 1 ,763. 16 33,500.00
02-25-2014 CDO18819 .00 1,414.31A N O _
CaZ -T
TOTAL TAX PAYMENT 36,677.47
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 FOR INSTRUCTIONS.
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