HomeMy WebLinkAbout06-04-10NOTICE OF INHERITANCE TAX ~t1t1~S,~/~Va~"i~c~
AP ANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ,~ •_~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~~ D AS'~ESSMENT OF TAX REY-1547 EX AFP C12-09)
PO dOX 2l~0601 ~ ~ v t -' ~~
HARRIS8UR6 PA 17128-0601 ~.'r'~,t
~~~~ dt~H '-EI ~ (~ ~Q DATE 05-31-2010
• ESTATE OF FRERE FLORIBERT A
DATE OF DEATH 10-22-2009
FILE NUMBER 21 09-1006
'~~ COUNTY CUMBERLAND
ANTHONY L DELUCA ~,. ACN 101
PO BOX 358 APPEAL DATE: 07-30-2010
113 FRONT ST (See reverse side under Obfectlons)
BOILING SPRINGS PA 17007 Amount Rs~itted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT TOs
`.REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR
- - - - - - - - - - - - - - - - - - - '~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - RECORDS 4'~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE - - - - - - - - . - - - - - - - -
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRERE FLORIBERT AFILE N0.:21 09-1006 ACN: 101 DATE: 05-31-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchadulo A) C1)~ -~ 14$, 000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchodule B) C2) .0 0 credit to your account,
3. Closely Hold Stock/Partnership Interest CSchadulo C) C3) .0 0 submit the upper'portion
of this form with your
4. MortgagoslNotos R•ceivablo CSchodule D) C4) •Q Q tax payment.
5. Cash/Bank Deposits/Miss. Personal Property CSchadulo E) C5) 52, 747.99
6. Jointly Owned Proporty CSchodulo F) C6) 86, 01.8.10
7. Transfers CSchodulo G) C7) 189, 675.73
8. Total Assets C8) 476,439.,2
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Exponsos CSchadulo H) Cg) 15.8_
10. Debts/Mortgage Liabilities/Lions CSchodulo I) C10) 64:5.56
I1. Total Deductions C11) 16,474.34
12. Not Value of Tax Return C 12) 459 r 965.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchodule J) C13) _ _,~„_~~,~, 00
14. Net Value of Estate Subject to Tax C14) ~-~59~9:~ii.5i~$
NOTE: If an assessment was issued previously, linos 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of A_ 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 Lino 14 taxable at Lineal/Class A rate C16) G~9 .96F; _ GB X 045 = 20, 698.45
~~~~
17.
Amount of Lino 14 at Sibling rate C17)
-~ ~ X 1 2 ~
° .0 0
18. Amount of Lino 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = ,Q 0
19. Principal Tax Due C19)= 20,6.98.45
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-31-2009 C 1218 1,034.9 14,663.53
TOTAL TAX PAYMENT 20,698.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDYCATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERRE SIDE OF THIS FORM FOR LNSTRUCTIONS. ~