HomeMy WebLinkAbout11-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION --- ,O F, [IEDUCTIONS AND ASSESSMENT OF TAX
'0 BOX 280601
iiARRISBURG PA 17128-0601 -~~ - -` 4 REV-1547 EX AFP (01-09)
rt.4~~~~t~, `~ ~`~~~; ,~ DATE 11-16-2009
ESTATE OF BOTTONARI WILLIAM V
DATE OF DEATH 01-11-2009
~-., ,,.-
r` ~-".`.''.-~ FILE NUMBER 21 09-0156
r. ~
(~ ;r; ~,`,W ~ _ '' COUNTY CUMBERLAND
LEE C SWARTZ ESQ ~; ~ _ ; . D~ ACN 101
TUCKER ARENSBURG ``~~ APPEAL DATE: 01-15-2010
Po BOX 889 (See reverse side under Ohjections)
HARRISBURG PA 17108-0889 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 BOTTONARI WILLIAM V FILE N0. 21 09-0156 ACN 101 DATE 11-16-2009
TAX RETURN WAS: (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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12
13
14
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
(Schedule J) C13) •00
(14) 181,056.40
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
rwv rornrrc.
(16) 181, 056.40 X 045 _ 8, 147.54
rate C18) • 00 X 15 _ . 00
(19)= 8, 147.54
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-29-2009 CD011303 .00 8,147.54
(1) 170,000.00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
(3) • of this form with your
(4) .00 tax payment.
(5) 23 > 119.04
(6) 1,878.09
(7) .00
(B) 194,997.13
9,791.48
C9)
(io) 4 > 149.25
(11) 13.940.73
(12) 181,056.40
TOTAL TAX CREDIT 8,147.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) i-~\