HomeMy WebLinkAbout12-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
A~'~'R,~~S~'M~T`~ 'ALLOWANCE OR DISALLOWANCE
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~~ ;-DEpUCT~~~IS AND ASSESSMENT OF TAX
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JACQUELINE A KELLY ~~P~~~~'~~L,~i`~ `„~r`.. PA,
845 SIR THOMAS CT STE12
HARRISBURG PA 17109
Pennsylvania ~
DEPARTMENT OF REVENUE ~
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REV-x547 IX AFP (12-09)
DATE 12-13-2010
ESTATE OF VALENTINO DANUTA
DATE OF DEATH 07-05-2010
FILE NUMBER 21 10-0820
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-11-2011
(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 ---) RETAIN LOWER PORTION FOR YOUR
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REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: VALENTINO DANUTA FILE N0.:21 10-0$20 ACN: 101 DATE: 12-13-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 177,837.50 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 32, 620.93 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) 79,020.60
6. Jointly Owned Property (Schedule F) t6) 81 , 040 . b7
7. Transfers (Schedule G) C7) 42, 123.36
8. Total Assets C8) 412 , b43 . Ob
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 21+8 85.6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) 8,13 0.7 0
11. Total Deductions C11) 30,016.36
12. Net Value of Tax Return C12) 382, 626.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 382, 626.70
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
cls) .00 x 00 - .00
c16) 38?,626.70 x 045 = 17,218.20
C17) _ 00 x 12 - . 00
C18) .00 x 15 = .00
C19)= 17,218.20
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-)
AMOUNT PAID
09-30-2010 CD013436 860.91 16,357.29
TOTAL TAX PAYMENT 17,218.20
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.