HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280b01
HARRISBURG PA 17128-0601
RICHARD L PLACEY ESQ
3621 N FRONT ST
NOTICE OF INHERITANCE TAX
APPRAISEM~Nfi, ~A~LtDWAWC,~ ,.Q~ DISALLOWANCE
OF DEDUCTIONS AND ASSN"$SMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV ••1547 EX AFP C12-09)
?J ~~~~'r~ a ~ i"r- DATE 08-09-2010
apt ~ ~~SE OF AUFIERO EUGENE J
DATE OF DEATH 02-08-2010
~; ,~, FILE NUMBER 21 10-0174
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(~'f ~ ` f ;BOUNTY CUMBERLAND
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~,~:'~ ANN 101
HBG PA 17110-1533
APPEAL DATE: 10-08-2010
(See reverse side under ObjErctions)
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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: AUFIERD EUGENE JFILE N0.:21 10-0174 ACN: 101 DATE: 08-09-2010
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) C2) 204,804.25 credit to your account,
0 0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,8 4 5.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 340,224.49
8. Total Assets c8) _ 546 , 873.74
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) _ .0 0
12. Net Value of Tax Return C12) _ 546,873.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) _ 5 4 5,0 28.7 4
14. Net Value of Estate Subject to Tax (14) _ 1,845.00
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 C15) 1,845.00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 ~ .0 0
17. Amount of Line 14 at Sibling rate C17) .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 C19)~ .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS... `~~
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