HomeMy WebLinkAbout03-25-11;~~-,-„ ~-,. _ "_, ,. ,.,~. NOTICE OF INHERITANCE TAX pennsylvan~a ' ~ i
A~F~'AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL-TA<X.ES
INHERITANCE TAX DIVISION~`i +.: ~~
~' :~ F DEDUCTIONS AND ASSESSMENT OF TAX REV ••1547 EX AFP c12-lo)
PO BOX 280601 ~ '"` 1
HARRISBURG PA 17128-0601
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e;~~ ;~~?• ~:~~ ~ ;,~~ DATE 03-21-2011
CHARLES S ~EL~'`S' ~~Y'I' ~~'
b CLOUSER RD
MECHANICSBURG PA 17055-9735
ESTATE OF MONTUORE AMERICO G
DATE OF DEATH 05-30-2010
FILE NUMBER 21 10-0664
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-20-2011
(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---------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MONTUORE AMERICO GFILE N0.:21 10-0664 ACN: 101 DATE: 03-21-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,15 5.0 0
6. Jointly Owned Property (Schedule F) (6) 42, 750.89
7. Transfers (Schedule G) (7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 46 , 905.89
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H) (9) 10.16 0.3 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 2 7.6 5
11. Total Deductions (11) 10,687.98
12. Net Value of Tax Return (12) 36,217.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 36,217.91
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) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 1 8 . 1 08.96 X 12 = 2, 173.08
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 18, 108.95 X 15 = 2, 716.34
19. Principal Tax Due (19)= 4,889.42
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-23-2010 CD013248 108.00 2,052.00
08-24-2010 CD013255 135.00 2,565.00
12-20-2010 CD013802 .00 29.42
TOTAL TAX PAYMENT 4,889.42
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.
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