HomeMy WebLinkAbout07-05-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ri~ ~- ITANCE TAX
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APPRAY _ ~ .,r ~ t E OR DISALLOWANCE
OF D ~~~. ~- ASSESSMENT OF TA:K
BARBARA SUMPLE SULLIVAN
548 BRIDGE ST
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pennsylvan~a` ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
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„ 7, ~ "'~~~ ~~ ~1`t ~' 1TE 06-20-2011
ESTATE OF PAGNUCCO CAROLYN R
C;C-ERK ~F DATE OF DEATH 08-04-2010
Q~PN~~~l~S ~t~l~~T FILE NUMBER 21 10-0826
CUPS=~3E~i~~a~`~C C;C~„ COUNTY CUMBERLAND
ACN 101
NEW CUMBERLAND PA 17070
APPEAL DATE: 08-19-2011
(See reverse :-ide 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 ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMEN'~ OF TAX
ESTATE OF: PAGNUCCO CAROLYN RFILE N0.:21 10-082b ACN: 101 DATE: 06-20-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 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) (4) 9 6,7 3 7.34 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 29, 012.00
8. Total Assets C8) 125 , 749.34
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.0 7 0.5 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,9 7 3.16
11. Total Deductions C11) 7, 043.75
12. Net Value of Tax Return C12) 118, 705.59
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 118, 705.59
NOTE: If an assessment was issued previously, lines 14, 15 andl/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:
C15) .00 x 00 = .00
c16) 118.705.59 x 045 = 5,341.75
c17) . oo x 12 = . 00
C18) .00 X 15 = .00
c19)= 5, 341.75
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-02-2010 CD013585 252.64 ~+,800.20
04-13-2011 CD014304 .00 288.92
TOTAL TAX PAYMENT 5,341.7b
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.