HomeMy WebLinkAbout01-03-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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PATRICIA C ZUCKER ESQ
STE 101
1035 MUMMA RD
WORMLEYSBURG PA 17043
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 12-27-2010
ESTATE OF DEGRANDI ATENEO
DATE OF DEATH 07-22-2009
FILE NUMBER 21 09-0739
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(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 RECORDS F-"
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEGRANDI ATENEO FILE N0.:21 09-0739 ACN: 101
------------------
OR
DATE: 12-27-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 7,3 7 2.7 6 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) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,18 3.b1
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 149, 069.03
8. Total Assets t8) 1 b8 , 625.40
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 31.9 9 3.7 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,854.93
11. Total Deductions C11) 42,848.69
12. Net Value of Tax Return C12) 125, 77b . 71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 125,776.71
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) • 00 X
C16) 1 25.776.71. X
C17) . 00 x
C18) . 00 x
00 == .00
045 = 5,b59.95
12 = .00
15 =- . 00
C19)= 5, 659.95
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-20-2009 CDO11$78 283.00 11,500.00
TOTAL TAX PAYMENT 11,783.00
BALANCE OF TAX DUE 6,123.05CR
INTEREST AND PEN. .00
TOTAL DUE 6,123.05CR
* 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 INSTRUCTION S
REV-1470 EX (Ot-10) • 9
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DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 28d6d1
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Degrandi, Anteneo 2109-0739
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
H 16 Repairs to real estate can not be taken until property has sold.
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