HomeMy WebLinkAbout04-27-11NOTICE OF INHERITANCE TAX Pennsylvania ~~'
G pfP.~RAISEI!~~;~'LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~'"
INHERITANCE TAX DIVISION `" `' OF D:EDUCT~~NS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PD BOX 280601
HARRISBURG PA 17128-0601
r •'~ fi,'7 ~ DATE 04-11-2011
~~A ESTATE OF SGRIGNOLI FIORIY C
DATE OF DEATH 06-24-2010
C~~~~`~' FILE NUMBER 21 10-0748
rr~~~~~~~~ ~ COUNTY CUMBERLAND
LISA MARIE COYNE Es~ft~-JCv~~~ "~ ` ~" ~,' ' ACN 101
3901 MARKET ST APPEAL DATE: 06-10-2011
CAM P H I L L P A 17 011 ( 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-lO~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: SGRIGNOLI FIORIY (FILE N0.:21 10-0748 ACN: 101 DATE: 04-11-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) 144,900.00 NOTE: To ensure proper
1. Real Estate (Schedule A) 9 37.2 0 credit to your account,
2. Stocks and Bonds (Schedule B) I2) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
(4) • 00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 1 , 725.27
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ,00
6. Jointly Owned Property (Schedule F) (6)
v) .00
7. Transfers (Schedule G)
~$) 147 , 562.47
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
36,093.46
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
clo) 32.727.07
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cll) 68,820.53
11. Total Deductions I12) 7$,741.94
12. Net Value of Tax Return I13) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 7 8,741.94
(14)
14. Net Value of Estate Subject to Tax
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: .00 x 00 = .00
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 78.741.44 X 045 = 3,543:00
C17) .00 X 12 =
17. Amount of Line 14 at Sibling rate .0 0
.00 X 15 =
18. Amount of Line 14 taxable at Collateral/Class B rate (18) (lq)= 3,54 3.39
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-21-2011 CD013935 .00 3,182.89
TOTAL TAX PAYMENT 3,182.89
INTEREST IS CHARGED THROUGH 04-26-2011
BALANCE OF TAX DUE 360.50
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .98
TOTAL DUE 361.48
* IF PAID AFTER DATE INDICATED, SEE REVERSE AFREFUND.DSEEIREVERSECSIDEAOFATHISEDORM FOR)INSORUCTIONS.
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1470 EX (Ot-10)
•
~ ,, pL'1'~11S~/~Val'llc'a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRI R PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Fioriy C. Sgrignoli 2110-0748
REVIEWED BY - r,~,rv
Sheila Megonnell 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
B-10 The deduction for real estate settlement costs is reduced from $20,730.58 to $12,719.58 as
escrow for inheritance tax is not an allowable administrative expense.
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