HomeMy WebLinkAbout01-25-10 NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES APPRAISf~M,Ex_ T,,r„~LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIII~~'k~~_ ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 i ir..~ _ ~.
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HARRISBURG PA 17128-0601 - - ~-.
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`~~~ ~~ t~~ ~: ~TATE OF ARMENT0
ROSALIE S
DATE OF DEATH 07-14-2004
r`+ ~ ~. FILE NUMBER 21 07-0870
Q~i~f-'~~'`,j~~`c ~~,~~ COUNTY
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~~T CUMBERLAND
PETER J RUSSO _
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ACN
~~ 101
PETER RUSSO LAW ~-~~~ r1 APPEAL
OFC DATE• 03-20-2010
5 0 0 6 E T R I N D L E R D 10 0 (See reverse side under Objections )
MECHANICSBURG PA 17050 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ARMENTO ROSALIE SFILE N0.:21 07-0870 ACN: 101
-----------------
OR
DATE: 01-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 43,646.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (B) 43,646.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6.2 0 9.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 25,481.47
11 . Total Deductions C11) 31 , 690.88
12. Net Value of Tax Return (12) 11, 955.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 11 , 955.12
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 11.9~~.12 x 045 = 537.98
17. Amount of Line 14 at Sibling rate C17) .~ 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 537.98
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-23-2009 CD011522 112.16- 650.14
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-24-2009
TOTAL TAX PAYMENT 537.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. 40.62
TOTAL DUE 40.62
* 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.