HomeMy WebLinkAbout02-11-11NOTICE OF INHERITANCE TAX
r~~,f., r~A ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA~~~~t 1~,~+ ~ ,+ ~-~-~
INHERITANCE TAX DIVISION r..,r.,~ ,._ d~" n DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 t iL_i,, y .,, _, ~,.~~ ~ ~f
HARRISBURG PA 17128-0601
C! E~~; ~~ y.e7
r ~t ,~ t,^'i n~~~ t 1
S T E P H E N L ~~1!~~~:~~`_,~y~ ~r, 5Y, ~~ R;~
60 W POMFRET ST
CARLISLE PA 17013
cl) .00
c2) .00
c3) .00
c4) .00
c5) .00
c6) 19,500.74
c7) 304,656.29
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GIAMARIO THEODORE TFILE N0.:21 10-0517 ACN: 101 DATE: 02-07-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
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. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
DATE 02-07-2011
ESTATE OF GIAMARIO THEODORE T
DATE OF DEATH 02-19-2010
FILE NUMBER 21 10-0517
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-08-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
pennsylvania ~
DEPARTMENT OF REVENUE
i
RE\l-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 324 , 157.03
~9) 16 , 804.39
clo) 13,217.05
11. Total Deductions C11) 30, 021 .44
12. Net Value of Tax Return C12) 294, 135.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 294, 135.59
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, li-, 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) ,0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 794.135.59 X 045 = 13,236.10
17. Amount of Line 14 at Sibling rate C17) _O[l X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) ,0 0 X 15 = .0 0
19. Principal Tax Due (19')= 13,236.10
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-17-2010 CD012762 526.32 10,000.00
11-17-2010 CD013660 .00 2,709.80
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT _ 13,236.12
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. ~ .00
TOTAL DUE .02CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~,=/
t