HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~'~~~~~~~~H~T ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAx DIVISION ~; (` ,p ~NS AND ASSESSMENT OF TAX
HARRISBURG6PA 17128-0601 ~~~'~1-j l.'i e~l~;i,!,,,j~ REY-1547 EX AFP C12-11)
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ORPN~UV'S COUfisj
GARY L JAMES ESQCUMBERI..AND Cd.,
134 SIPE AVE
HUMMELSTOWN PA 17036-91b2
DATE 09-17-2012
ESTATE OF DELLAFIORA PHYLLIS R
DATE OF DEATH 03-20-2012
FILE NUMBER 21 12-0604
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-1b-2012
(See reverse side under Objectious)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- --> R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ _______
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DELLAFIORA PHYLLIS RFILE N0.:21 12-0604 ACN: 101 DATE: 09-17-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) .00 NOTE: To ensure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
c4) .00 tax payment.
c5) .00
c6) .00
I7) 249, 755.63
c8) 249.755.63
C9) 24.026.96
Clo) 759.b5
11. Total Deductions (11) 24,78b.b1
12. Net Value of Tax Return C12) 224,969.02
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 224,969.02
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 274.969.02 X 045 = 10,123.61
17. Amount of Line 14 at Sibling rate (17) _n~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 10, 123.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-07-2012 CD016075 506.18 9,617.43
TOTAL TAX PAYMENT 10,123.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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. ,~/~