HomeMy WebLinkAbout07-09-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT R CHURCH ESQ
PO BOX 11963
NOTICE OF INHERITANCE TAX pe1111SJ/~VC~t11a ~
APPI~,*M1~T~~~~0~-NCE OR DISALLOWANCE DEPARTMENT OF REVENUE f•
OF.::,pED~~~I~4NS,~~AFfiD ASSESSMENT OF TAX REV-1547 EX AFP cl2-o9)
~~~~ ~~
11OfiP~~'~F ~4 ~~ ~pA,
HBG PA 17108-1963
DATE 07-05-2010
ESTATE OF DESILVESTRI MARGARET E
DATE OF DEATH 12-09-2008
FILE NUMBER 21 08-1260
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-03-2010
(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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DESILVESTRI MARGARET EFILE N0.:21 08-1260 ACN: 101 DATE: 0'7-05-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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)
cl) . DO
c2) .00
c3) .00
c4) .00
C5) 476,658.48
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the uPPer portion
of this farm with your
tax payment.
c$) 476 , 658.48
Cq) 34 , 835.06
clo) 39,244.09
11. Total Deductions (11) 74, 079.15
C12) 402,579.33
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 t Value of Estate Subject to Tax
N (14) 402,579.33
. e
NOTE: If an assessment was issuedpreviouslY, 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) 5.000.00 x 045 = 225.00
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 C 18) 397 , 579.33 X 15 = 59 , 636.90
19. Principal Tax Due (19)= 59,861.90
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-09-2009 CD011726 .00 10,000.00
04-01-2010 CD012563 .00 49,861.90
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-02-2010
TOTAL TAX PAYMENT 59,861.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1,271.03
TOTAL DUE 1,271.03
* 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.