HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
~~ DEPARTMENT OF REVENUE
,~j?~~~1,~ ~~'" ~OtFCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r „~,..~-~pP,RA~~~M~IT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION { ti,is'vi;., i IQ~¢ 1iS~DUC:TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 9 p ! REV-1547 EX AFP (06-05)
ZOOS JUL - i PM 1= 04 DATE 06-23-2008
ESTATE OF BOLELLA BARBARA C
ac~ouar
WILLIAM L BOLELLA ~~~"'~~ ~"
124 WOLFPIT RD
SUSSEX NJ 07461
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _'~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4- _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOLELLA BARBARA C FILE N0. 21 07-0669 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/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:
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .0 0 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 47 , 684.67
c6) 718.36
c7) 113, 363.20
c8) 161 , 766.23
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 19,019.95
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22.598 .38
11. Total Deductions
(11)
47 .6 5.~~
12. Net Value of Tax Return C12) 120, 147.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax I14) 120, 147.90
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:
15. Amount of Line 14 at Spousal rate (15) .00 X DO _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 120,147.90 X 045_ 5,406.66
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X .15 _ .00
19. Principal Tax Due C19)= 5,406.66
reY r_RFnrrc.
PAY NT
DATE RECEIPT
NUMBER SCOU T (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-15-2008 CD009573 133.72- 5,541.41
DATE OF DEATH 03-11-2007
FILE NUMBER 21 07-0669
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
IUTAL IA)C GKEDTT 5,407.69
BALANCE OF TAX DUE 1.03CR
INTEREST AND PEN. .00
TOTAL DUE 1.03CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. `-
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)