HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r r'~~~CL ~pp Gtr'
INHERITANCE TAX DIVISION ~ Ct-,fir / ~ ,~' P1~ '+ ALLOWANCE OR DISALLOWANCE
PO BOX 280601 P-~~r ,~ -, 0,~.,D~t~~`C'~"IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~'~-~~ '~'~~~ ~~ '. ~ ,.
-- REV-1547 EX AFP (01-09)
~ DATE 03-09-2009
LJ~I~ `ail 13 F' x ~' { a ESTATE OF BRIENZO ARTHUR E
DATE OF DEATH 10-17-2007
rl ~~~ (;~ FILE NUMBER 21 07-1090
"~~ COUNTY CUMBERLAND
CHARLES E PETRIE C`~ ~ ~~,~ ACN 101
3528 BRISBAN ST - """ " APPEAL DATE: 05-08-2009
HBG PA 17111 (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 ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRIENZO ARTHUR E FILE N0. 21 07-1090 ACN 101 DATE 03-09-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) (2) 2.591.21 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 101.914.71
6. Jointly Owned Property (Schedule F) (6) 3, 691 .71
7. Transfers (Schedule G) (7) .00
B. Total Assets (g) 108, 197.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,873.34
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.08 5 .02
11. Total Deductions C11) 9 • 9~8 - 36
12. Net Value of Tax Return (12) 98,239.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 98,239.27
NOTE: If an assessment was issued previously, l ines 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 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 98,239.27 X 045 = 4,420.77
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •DO X 15 = .00
19. Principal Tax Due (19)= 4,420.77
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
I10-28-2008 I CD010465 .00 4,420.77
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-29-2008 TOTAL TAX CREDIT 4,420.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. 87,43 ~
TOTAL DUE 87.43 s, t
* 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)