HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX
APPR~4~S~.EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL Ty41X~S r ~'^
INHERITANCE TAX DIVISION _~~ ~ "~~'~4E ]SEDUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-19-2010
ESTATE OF CARRICATO JOSEPH R
DATE OF DEATH 07-26-2009
FILE NUMBER 21 09-0705
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-18-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS ~
_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP
RAISEME _
NT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: CARRICATO JOSEPH RFILE N0.:21 09-0705 ACN: 101 DATE: 04-19-2010
TAX RETURN WAS: (X) 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) C2) 42,449.29 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) 43,948.60
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 20,604.63
8. Total Assets (8) 107,002.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 15,6 4 5.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 , 774.16
11. Total Deductions C11) 26,419.97
12. Net Value of Tax Return C12) 80,582.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 79,582.55
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7 9 . S8 . S x 045 = 3, 581 .21
17. Amount of Line 14 at Sibling rate (17) .0 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 (19)= 3,581.21
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-26-2009 CD011895 179.06 3,402.15
TOTAL TAX PAYMENT 3,581.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~~4
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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