HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ N,QTI,CE_ OF. ~1HERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -prpPW~I$'E~1,$NT; !'A[L.QWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF :DEDUCSION'4", AIQD ASSESSMENT OF TAX
PO BOX 280601 _.(_' -- - -' + ~_
HARRISBURG PA 17128-0601 ''~-~-~~~`~ ~'~'~~ ~`~' ~ ~ REV-1547 EX AFP (12-OB)
2009 FEB '~ ~~ f~: ~ ATE Oe:-02-2009
STATE OF MCIRELLI JANET
DATE OF DEATH 01-24-2008
~l ~-~i~~ ~~`~' FILE NUMBER 21 08-0464
Cl~,r"~'~~.~`_~ t'i'~~~T COUNTY CUMBERLAND
MARCI S MILLER r( 1' .`~ '_ ~` , ~A ACN 1(11
HAZEN ELDER LAW APPEAL DATE: 04-03-2009
2000 LINGLESTOWN RD 2 (See reverse side under Objections)
HBG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C;0 COURT HOUSE
CARLISLE, P~1 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PDRTIDN FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORELLI JANET FILE N0. 21 08-0464 A(:N 101 DATE 02-02-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,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) .00
6. Jointly Owned Property (Schedule F) (6) 32', 659.96
7. Transfers (Schedule G) (7) 1,279',912.02
8. Total Assets (g) 1,312,571.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,436.83
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) [:.793 .54
11. Total Deductions (11) ); • ~0 •;~
1,299,341.61
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
1,299,341.61
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, l ines 14, 15 andl/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 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,299,341 .61 X 045 = 58,470.37
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due
rwv rorntro. (19)= 58,470.37
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-22-2008 CD009613 2,763.16 5!,500.00
10-09-2008 CD010406 .00 :1,207.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX (:REDIT 58,470.37
BALANCE OF "SAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 _
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. l
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE }.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) {