HomeMy WebLinkAbout04-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~?(', "'•'~.i._~,' `%N6TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - -'ApPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF' D DUCTIONS AND ASSESSMENT OF TAX
PO BOX 2B0601 I _ y ,_ ,,. ~ _ _.
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
L~j~} ~~~ ~~{ ~~'~ 4~: ~ ~ DATE 04-20-2009
ESTATE OF PICCOLO AUSTIN W
!i~ lr~" DATE OF DEATH 06-17-2008
~ , , , r r;.~ ~ -~-
G"~!~~ `" FILE NUMBER 21 08-0717
COUNTY CUMBERLAND
MICHAEL L BANGS CL''. ~ ~ ACN 101
429 S 18TH ST APPEAL DATE: 06-19-2009
CAMP H I L L PA 17 011 (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 ---- -- R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ ______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PICCOLO AUSTIN W FILE N0. 21 08-0717 ACN 101 DATE 04-20-2009
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)
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:
I1) 180,000.00 NOTE: To insure proper
I2) 16,74 6.69 credit to your account,
C3) .00 submit the upper portion
of this form with your
I4) .00 tax payment.
c5) 4.100.00
Is) 94, 939.99
In 2,443.07
IB) 298,229.75
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 28,765.82
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,938.36
11. Total Deductions (11) ;x.704 18
12. Net Value of Tax Return I12) 264,525.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax I14) 264,525.57
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 C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate I16) 264,525.57 X 045 _ 11,903.65
17. Amount of Line 14 at Sibling rate I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due I19)= 11,903.65
TAX CRFi1TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-02-2008 CD010222 595.18 11,900.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 12,495.18
BALANCE OF TAX DUE 591.53CR
INTEREST AND PEN. .00
TOTAL DUE 591.53CR
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE'S
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)