HomeMy WebLinkAbout08-16-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~FF~~'''~~.T,I(~ E,,'1,~„ ~'ERITANCE TAX Pennsylvania ~
APPR+I~~'SEM~~IT, ,`~1lL~L~CE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF ~~~1;~T:I'Q~IS`!1 ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
~~~ { t~~t~ ~ ~7 ~;t'' ~ I ~ ; ;; DATE 08-01-2011
ESTATE OF COSTABILE PHILIP F
CLERK OF DATE OF DEATH 12-14-2009
~Rpl~,a~~~S COURT FILE NUMBER 21 10-0126
CUMBERLAND
C~I~V#~''~~_+~a~) '~~ , PA. COUNTY 101
KATHERINE K COSTABILE ACN
APPEAL DATE: 09-30-2011
18 C RA I N C I RC L E (See reverse side under Objections )
LEMOYNE PA 17043
Amount ReAitted
REMIT PAYMENT T0:
MAKE
N
F
A
WILL
O
S
REGISTER
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN
~ PORTION_FOR YOUR_RECORDS__________
--------------
LOWER
OR
__
CUT ALON6_ THIS LINE_____
N _
_
CE
O
A
R
R
REV-1547 EX AFP (12-10~DISALLOWANCE TAX
OF
ASSESSMENT
DEDUCTIONS AND
OF
08-01-2011
E
PHILIP
:
ACN: 101 DAT
FFILE N0.:21 10-0126
ESTATE OF: COSTABILE ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
TAX RETURN WAS: C )
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) .QO NOTE: To ensure proper
1. Real Estate (Schedule A) 00 credit to your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B) 1 , 273, OOD . 00
C3) of this form with your
Closely Held Stock/Partnership Interest (Schedule C)
1,574,OOO.DO tax payment.
3
.
4. Mortgages/Notes Receivable (Schedule C4)
D) 13 6,907.0 0
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) 91 7,354 .00
5
.
6. Jointly Owned Property (Schedule F) C7) .00
7. Transfers (Schedule G) C8) 3,901,261.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,657.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C10~ 99 5,273.00
1 I)
10 Debts/Mortgage Liabilities/Liens (Schedu a 1,017,930.00
. X11) 2,883,331.00
11. Total Deductions (12) 965.977.00
1
12. Net Value of Tax Return
vernmental Bequests; Non-elected 9113
/G Trusts (Schedule J) (13)
14) ,
91 7,354.00
13. o
Charitable C
14. Net Value of Estate Subiect to Tax
and 19 will
is n
~
l ~
~
NOTE: If an assesseent was
the tot 1 of ALL d t
to
assessed
turns
re
clude
reflect figures that in
ASSESS MENT OF TAX:
c15) 917,354.00 X 00 = .00
15
Amount of Line 14 at Spousal rate
t16)
.00
x 04 5 = . 00
.
16
Amount of Line 14 taxable at Lineal/Class A rate
.00
X 12 = . 00
.
17. Amount of Line 14 at Sibling rate C17) , 00 X 15 = . 00
f Line 14 taxable at Collateral/Class B rate C18)
t c19)= ,00
18. o
Amoun
19. Principal Tax Due
TAX CREDITS: DISCOUNT (+) AMOUNT PAID
PAYMENT ~.~..__. .
DATE NUMBER INTEREST/PEN PAID C-)
.00 76,
03-12-2010 CD012469
TOTAL TAX PAI~MENT
BALANCE OF TAJC DUE
INTEREST AND PEN.
TOTAL DUE
76,428.00
76,428.0008
.00
76,428.00(8
~ IF PAID AFTER DATE INDICATED. SEE REVERSE AF REFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DU~
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1A70 EX (01-10)
f
~~~ ` penns~ilvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME Ph~~ip F. Costabile
REVIEWED BY W~yOf1S
INHERITANCE TAX
EXPLANATION
OF CHANGES
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
A~~ The jointly owned property passes outright to the surviving spouse.
F
2110-0126
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101
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