HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~3'!1~F0T,QQ~'_0~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRA~IS~~E'NT, ~tLLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~dE. DiEI~1d(3TaO+t~S' AND ASSESSMENT OF TAX
PO BOX 280601 _•„ t, ....~ ~ ..~i . ~:s u_.
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~UD~ ~~~ _C A~ ~~~ ~t~ATE 06-29-2009
V fit ESTATE OF SANZOTTO SAMUEL M
~ra~ ~~ DATE OF DEATH 05-12-2008
® G~~r't~ ~~ FILE NUMBER 21 08-0566
GLEN R GRELL CU~~L.~ v~i., ~ ACNNTY lO1BERLAND
5445 MARGARET CT APPEAL DATE: 08-28-2009
MECHANICSBURG PA 17050 (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 -1 RETAIN LOWER PORTION FOR YOUR RECORDS <---
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SANZOTTO SAMUEL M FILE N0. 21 08-0566 ACN 101 DATE 06-29-2009
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
~1) .00 NOTE: To insure proper
C2) 804, 598.74 credit to your account,
00 submit the upper portion
C3) . of this form with your
~4) .00 tax payment.
I5) 60 , 020.04
c6) 26 ,830.42
I7) 625, 937.96
cB) 1,517,387.16
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,552.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 3.55?.76
12. Net Value of Tax Return X12) 1,513,834.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1,513,834.40
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 assess ed 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) 1,513,834.40 X 045 = 68, 122.55
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19)= 68, 122.55
~~ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-12-2009 CD010898 .00 48,122.55
02-12-2009 CD010899 .00 20,000.00
TOTAL TAX CREDIT 68,122.55
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 S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)