HomeMy WebLinkAbout06-06-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TARE qqyy,~~ ~T, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION ,~ .~ . ~DaCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~~-~C f•~ ~'~~ ~.~~/
HARRISBURG PA 17128-0601 iFVI~~; L`~ '1j~~, ~
DAPi-I~W'~ QURT
GREGORY S CH~I(J~~~Q ~~, QA
6TH FLR
17 S 2ND ST
HBG PA 17101
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 05-23-2011
ESTATE OF PINTI ROSA
DATE OF DEATH 02-12-2010
FILE NUMBER 21 10-0178
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-22-2011
(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 ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~• _ _____________
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PINTI ROSA FILE N0.:21 10-0178 ACN: 101 DATE: 05-23-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 80,383.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 56,770.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15 0,537.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 107, 085.00
8. Total Assets c8) 394.775.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 62.736.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,371.00
11. Total Deductions (11) 70,107.00
12. Net Value of Tax Return C12) 324,668.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 324,668.00
NOTE: If an assessment was issued previously,
reflect figures that include the total
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:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
(15) . 00 X
(16) _ 00 X
C17) 91 .2b7 _ 00 X
c18) 233,400.00 X
00 - .00
045 = .00
12 = 10,952.00
15 = 35,010.00
c19)= 45,962.00
r," ncni Ktctiri DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-12-2010 CD012739 1,052.63 20,000.00
05-12-2010 CD012740 1,245.47 30,000.00
TOTAL TAX PAYMENT 52,298.10
BALANCE OF TAX DUE 6,336.1OCR
INTEREST AND PEN. .00
TOTAL DUE 6,336.1OCR
* 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.~o~
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