HomeMy WebLinkAbout01-08-10,, _: ,_ r-,1~(1T3~G~ (T1F INHERITANCE TAX
AP~R~I4~-S~MEN'I', ~~LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES - ~.
INHERITANCE TAX DIVISION ~'=-~~FI~~IlUCTI~DNS AND ASSESSMENT OF TAX
PO BOX 280601 ~`~ ,_st'~
HARRISBURG PA 17128-0601
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GRAIG A DIEHL ESQ
CRAIG A DIEHL LAW OFCS
3464 TRINDLE RD
CAMP HILL PA 17011-4436
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE O1~•04-2010
ESTATE OF GIORGIO JR CARMELO B
DATE OF DEATH 03-25-2006
FILE NUMBER 21 09-0302
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-05-2010
(See reverse side under ~bjeetions)
Amount Reeitted
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
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APP RAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX.
ESTATE OF: GIORGIO JR CARMELO BFILE N0.:21 09-0302 ACN: 101 DATE: OL-04-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •D0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 15,121.85 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 38,4 66.4 3
6. Jointly Owned Property (Schedule F) (6) .00'''
7. Transfers (Schedule G) (7) 614.74
8. Total Assets (8) 54.203.02
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 5.359.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14,436.86
11. Total Deductions C11) 19,796.60
12. Net Value of Tax Return (lz) 34,406.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax C14) 34,406.42
NOTE: If an assesswent 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 C16) 34. 406.42 x 045 = 1,548.29
17. Amount of Line 14 at Sibling rate (17) .DO X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,548.29
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
n7_I~_~nnq r_nnll4o~ _nn 1.~.4R_99'
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-16-2009 TOTAL TAX PAYMENT 1,548.29
BALANCE OF TAX DICE .00
INTEREST AND PEN'. 275.92
TOTAL DUE 275.92
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~/
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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