HomeMy WebLinkAbout08-31-11BUREAU OF INDIVIDUAL TAXESFf,'~'!: NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~PPRAI,S,E NT
Po BOX 260601 - ALLOWANCE OR DISALLOWANCE
HARRISBURG PA 1 7128-0601 ~- OF ur ^ ~TjONS AND ASSESSMENT
- . ~.,; 01= TAX
• .r ..P
Y C,+~~yN~Ef~~ ~{' ,+'~r
TON M GUERR~,J~,~~ f r-,, ~. ~,~r
100 ORMISTON DR ~~
MIDDLETOWN
PA 17057
Pennsylvania ~-~_
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10) ..._~°--___.
DATE 08-22-
ESTATE OF 2011
GUERRIERI
DATE OF DEATH 02-2g_ RUTH M
FILE NUMBER 2011
21 11-0396
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CUT ALONG THIS CARLISLE PA 17013
REV-1547 EX-- -SINE----- y R_ETA_IM-LOWER PORTION FOR YOUR
AFP C12-10) NOTICE OF INHERITANCE TAX -- RECORDS
ESTATE OF: DISALLOWANCE OF APPRAISEMENT, ALLOW E OR
GUERRIERI DEDUCTIONS AND ASSESSMENT OF TAX
RUTH MFILE NO.:
TAX RETURN WAS: ( 21 11-0396 .ACN:
APPRAISED V X ) ACCEPTED Ag FILED 101 DATE: 08_22_
ALUE OF RETURN BASED ( ) CHANGED 2011
I • Real Estate (Schedule A) ON: ORIGINAL RETURN
2• Stocks and Bonds
(Schedule B)
3• Closely Held Stock/Partnershi (1) ~00 NOTE:
p Interest ,04 9. To ensure proper
4- Mortgages/Notes (Schedule C) (2)~~--~ credit to
Receivable (Schedule Your account,
5• Cash/Bank De D) (3) -- submit the upper
Posits/Misc. Personal Pro of this portion
6• Jointly Owned Propert party (Schedule E) form with your
Y (Schedule F) 4) ~-- tax payment.
~• Transfers (Schedule G) (5)~~1_>'S= 0
$• Total Assets (6)~-~
APPROVED DEDUCTIONS C7)~~~
AND EXEMPTIONS:
9• Funeral Expenses/qdm, Costs/Misc. (B)
10. Debts/Mort a 245 566.00
9 ge Liabilities/Liens Expenses (Schedule H)
(Schedule I) (9) ~~+- ~';~~Y
11. Total Deductions
12. Net (10)
Value ~L58=
of Tax Return
13. Charitable/Governmental
Bequests; (11) 26, 115.00
14. Net Value of Estate Non-elected 9113 (12)
Subject to Tax Trusts (Schedule J) 219,451.00
NOTE: If an assessment (13)
was issuedpreviousl •00
reflect f' (14) 219 451.00
ASSESSMENT 19ures that include y' lines 14, 15 and/or
OF TAX: the total of ALL re 16' 17, 18
15• Amount of Line 14 turns assessed and 19 will
16. Amount of at Spousal rate to date.
Line 14 taxable at Lineal/Class (15)
I7• Amount of Line 14 at Siblin A rate •00 X 00 =
9 rate (16) ~~il nn .00
I8• Amount of Line 14 taxable ,1~-"- X 04 5 =
19. Principal Tax Due at Collateral/Class B C17) _ 9,8 75.00
TAX CREDITS; rate (lB) X 12 -
.00 X 15 = •00
PAYMENT (19)- •00
DATE RECEIPT 9, 875.00
NUMBER DISCOUNT (+)
05-24-2011 CD014511 INTEREST/PEN PAID (-)
08-15-2011 AMOUNT PAID
SBADJUST 493.74
.00 9,381.on
•26
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 9'875.00
INTEREST AND PEN, •00
rorAL DUE •oo
IF TOTAL DUE IS • 00
A REFUND. SEE REVERSECSIDEAOFA ~~CREDIT'~ (CR),
THIS FORM FOR INSTRUCTIONS,DUE Q