HomeMy WebLinkAbout08-20-10t t
NOTICE OF INHERITANCE TAX
~' ~'"~'~hPR~iIS'~ T, ALLOWANCE OR DISALLOWANCE
BUREAU DF INDIVIDUAL TAXES ~~
INHERITANCE TAx Drv1s1DN ~ OF .DAD, CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .- ~s ~. ' ._, , .. ~ ... .
HARRISBURG PA 17128-0601
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SUSAN NEFF ~..•`t ~~.
1637 LOWELL LN
NEW CUMBERLAND PA 17070
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t2) 29 , 333.50
t3) .00
t4) .00
t5) 24, 573 . b2
t6) 572.24
t7) 159, 932.60
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BERARDUCCI MARY EFILE N0.:21 09-1123 ACN: 101 DATE: 08-16-2010
TAX RETURN WAS: t ) ACCEPTED AS FILED C )() CHANGED SEE ATTACHED NOTICE
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. Casts/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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pennsylvan~a ~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09) r
NDTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t$) 214,411.9b
c9) 9 , 097.31
clo) 6,445.88
tll) 15,543.17
11. Total Deductions 198,86$.79
12. Net Value of Tax Return t12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
Tax
t t
S
t
bj (14) 19$,868.79
14. o
u
ec
e
Net Value of Esta
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 t15) .0 0 X 0 0 .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 1 98 .868 _ 79 x 045 = 8, 949.10
17. Amount of Line I4 at Sibling rate t17) . DO X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= 8,949.10
TAY f DCTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-) AMOUNT PAID
04-23-2010 CD012650 .00 4,946.70
INTEREST IS CHARGED THROUGH 08-31-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE 08-16-2010
ESTATE OF BERARDUCCI MARY E
DATE OF DEATH 10-11-2009
FILE NUMBER 21 09-1123
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-15-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 4,946.70
BALANCE OF TAX DUE 4,002.40
INTEREST AND PEN. 22.45
TOTAL DUE 4,024.85
* 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 INSTRUCTIDNS.
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REV-1470 EX (Ot-10) ~ i
~ pennsylvan~a
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
R 1 - 1
DECEDENT'S NAME
Berarducci, Mary E.
FILE NUMBER.
2109-1123
KEVIEWEL) BY
ITEM
SCHEDULE NO.
G 1
G 1
G
2
ACN
Daniel Heck 101
EXPLANATION OF CHANGES
The value of the real estate is increased from $70,942.23 to $147,884.45 as the result of the
100 of the real estate was transferred from the decedent to the daughter within a year of
the decedent's date of death.
The $3,000 exclusion has been applied to the value of this item. Section 9107 (c) (3) of
the 1995 Act provides that a transfer made within one (1) year of the death of the
transferor is subject to tax only to the extent that the value of the transfer exceeds
$3,000 during any calendar year.
IRA's are fully taxable with no exclusion.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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