HomeMy WebLinkAbout11-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
AP,P'RJ4,'~~€F~'Efi~1T~;;~'~L~~OWANCE OR DISALLOWANCE
~ „
Q~~. f3~~lICTIO;~~S;,AND ASSESSMENT OF TAX
~ ~ ~ - - ~a
~~~~ ~a~ -8 P~ ~~ 3~
~C.EPrC ~~
0~?PP~'S ~~~~JR;'
JOSEPH J BALDASSARI CU!~~=~,,~~,P`~<~~ ~_~(~) , ~,u,
1043 S PARK AVE
AUDUBON PA 19403
pennsylvan~a~ ~
DEPARTMENT OF REVENUE
__ , .._ _.
REV-1547 EX AFP (12-09)
DATE 11-01-2010
ESTATE OF DEPEW AUDREY A
DATE OF DEATH 11-16-2009
FILE NUMBER 21 10-0060
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-31-2010
(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 4--
_
_
REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP
RAISEME _
NT, ALLOWANCE _ _________
OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE 0F: DEPEW AUDREY AFILE N0.:21 10-0060 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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) 7 9 6.8 9 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,4 2 3.5 2
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 81 , 240.71
8. Total Assets (8) 83,4b1.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1_2,$ 9 2.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 12,892.67
12. Net Value of Tax Return (12) 70,568.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 70,568.45
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 (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16)_ 70.6$.4 x 045 = 3,175.59
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 3, 175.59
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-15-2010 CD013213 .00 3,175.59
TOTAL TAX PAYMENT 3,175.59
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.