HomeMy WebLinkAbout05-04-12r„1 ~ ~ f ~,~ (~~ OTICE OF INHERITANCE TAX pennsylvania~`_ ~" ~~
BUREAU OF INDIVIDUAL TA~S d~~R~Ir9EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE c
INHERITANCE Tax DIVISION ~ i~ r~'t; ,~ikl _~EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 IX AFP C12-lll
HARRISBURG PA 17128-0601 y ~ C
DATE 04-30-2012
ESTATE OF BELFONTI JOHN R
C~,~{~}( r'r DATE OF DEATH 06-05-2011
~R~~v {~1~~I-ST FILE NUMBER 21 11-0693
DARYL J GER ~~'~~~5~"'~'"'' ~'~' COUNTY CUMBERLAND
ACN 101
46 E MAIN ST APPEAL DATE: 06-29-2012
PALMYRA PA 17078-1710 (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 ~-- _ __
-------------------- ----------------------- ________
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BELFONTI JOHN RFILE N0.:21 11-0693 ACN: 101 DATE: 04-30-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds [Schedule B) ~2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 79 6,726.71
6. Jointly Owned Property (Schedule F) C6) 14 8,760.38
7. Transfers (Schedule G) ~7) .00
8. Total Assets c8) _ 945.487.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 .4 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 25,333.44
12. Net Value of Tax Return C12) 920, 153.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) _ 920,153.65
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:
15. Amount of
16. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS: Line
Line
Line
Line
Tax 14
14
14
14
Due at Spousal
taxable at
at Sibling
taxable at rate
Lineal/Class A rate
rate
Collateral/Class B rate (15)
C16)_
(17)
(18) 399,973.38 X
x,90.180 27 x
_00 X
.00 X 00 =
045 =
12 =
15 =
c19)= .00
23,408.11
.00
.00
23,408.11
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-03-2011 CD015169 .00 23,408.11
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 23,408.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.