HomeMy WebLinkAbout09-28-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
` ~`"'"'1""," FrDfiZ'C£,-OF -INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRATSEMEflT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ! - OF`, DE~DUCTIOrvS AND ASSESSMENT OF TAX
PO BOX 280601 ~-~- .. _.~ ~ ..,, ,
HARRISBURG PA 17128-0601 np CC' REV-1547 EX AFP (01-09)
2ud~st~P ~~ r~~ Z; ~~ DATE 09-21-2009
ESTATE OF NAPOLI THERESA L
DATE OF DEATH 01-26-2009
"~'~~~'~` ~~ FILE NUMBER 21 09-0104
~~~~-,r'- ~~ ~ ~ ~~J`_1RT COUNTY CUMBERLAND
JOANNE MARINO MCGREEVY CU ~` ~a. ACN 101
2137 S WEST ST APPEAL DATE: 11-20-2009
CAR L I S L E PA 17 013 (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 NAPOLI THERESA L FILE N0. 21 09-0104 ACN 101 DATE 09-21-2009
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) (1) 168,562.00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,152.06
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 68,011.75
s. Total Assets fig) 251 , 725.81
APPROVED DEDUCTIONS AND EXEMPTIONS: 31,617.35
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.244.77
11. Total Deductions I11) 33.86?-17
12. Net Value of Tax Return C12) 217,863.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 217,863.69
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 (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) 217,863.69 X 12 _ 26,143.64
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due C19)= 26, 143.64
DATE NUMBER INTEREST/PEN PAID C-)
AMOUNT PAID
04-24-2009 CD011151 250.93 4,767.70
04-24-2009 CD011152 526.32 10,000.00
04-24-2009 CD011153 526.32 10,000.00
PAYMENT MUST BE MADE BY 10-26-2009*. TOTAL TAX CREDIT 26,071.27
BALANCE OF TAX DUE 72.37
INTEREST AND PEN. .00
TOTAL DUE 72,37
* 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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ,~''