HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES C1`~r~~~r~~p~ ~ nr~'~I~~'~ OF INHERITANCE TAX
INHERITANCE TAX DIVISION _,~,,;APf;~;Rr~1SE~~NF, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~~'•.~`~J{C~"~~~EO GT.3.DNS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~QQ~ ~~~ ~ ~ p~ l2: ~{~ DATE 06-08-2009
ESTATE OF MARINACCI LOUIS G
nCuL~E~RKOF DATE OF DEATH 10-27-2008
r~~yrtC~~~,~A~"~y,~, COUNTYUMBER CUMBERLAND
LOUIS G MARINACCI JRVV'v[~JE~'~'~~ e'~'' ~ ACN 101
975 WHARF RD APPEAL DATE: 08-07-2009
ARNOLD MD 21012 (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 ~ --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARINACCI LOUIS G FILE N0. 21 08-1085 ACN 101 DATE 06-08-2009
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) C1) 288, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 100,133.20 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) C5) 4 3,564.72
6. Jointly Owned Property (Schedule F) (6) 132, 105.27
7. Transfers (Schedule G) C7) .00
8. Total Assets Ce) 563,803.19
APPROVED DEDUCTIONS AND EXEMPTIONS: 43,643.58
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.78 7.4 7
11. Total Deductions C11) 46.431 _ 05
517,372.14
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
517,372.14
14. Net Yalue of Estate Subject to Tax C14)
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:
00 00 .00
15. Amount of Line 14 at Spousal rate C15) • X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 517,372.14 X 045 = 23,281.75
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) •0 0 X 1 5 = .00
19. Principal Tax Due C19)= 23,281.75
TAY (`DCTTTC.
PA MENT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-23-2009 CD010814 1,164.09 22,117.66
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 23,281.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) lVJ