HomeMy WebLinkAbout02-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
__ ,.~~, _,~.,..F N~lfii;~Cff' DiFr INHERITANCE TAX
BUREAU DF INDIVIDUAL TAXES -j: _; ,,p~~~,p]i'S~.NEN~F'}- PcLLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION r DEDU.CT~ION$ AND ASSESSMENT OF TAX
PO BOX 280601 r~! i~l~'_I • .:~ ` --
HARRISBURG PA 17128-0601 REY-1547 IX AFP CO1-09)
~o~9F~~ ~~ ~~ ~j, ~3 DATE 02-16-2009
ESTATE OF FIUMELLI HENRY R
DATE OF DEATH 02-15-2008
C~~~'~~ t~~ FILE NUMBER 21 08-0324
QRr~'rlF~~l,, C~~'~R- COUNTY CUMBERLAND
HAINES W JAMES JR CiV~v~`'~.~._, ,.' "~•. ~~ ACN 101
1202 W MAIN ST APPEAL DATE: 04-17-2009
MONONGAHELA PA 15063 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FIUMELLI HENRY R FILE N0. 21 08-0324 ACN 101 DATE 02-16-2009
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)
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
C1) 142, 000.00 NOTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
(3) .00 of this form with your
~4) .00 tax payment.
~5) 35,543.19
C6) .00
C7) .00
ce) 177,543.19
C9)
58,454.52
clo) 112.414.97
C11) 7 70 .869.49
c12) 6,673.70
Non-elected 9113 Trusts (Schedule J) C13) .0 0
c14) 6,673.70
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
T~V /.~rTTTl._
00 _ .00
045_ 300.32
12 = .00
15 = .00
c19)= 300.32
PAYMENT
DATE RECEIPT
NUMBER SCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-28-2008 CD010475 .00 300.32
TOTAL TAX CREDIT 300.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN B1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
C15) .00 X
c16) 6, 673.70 X
C17) • 00 x
C18) • 00 x