HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~ i-~ t IONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION r1~,~I.~ •r;~ ~ ~
PO BOX 280601 ~'i_~?,•,; ~ y~~~-.~.`./
HARRISBURG PA 17128-0601
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MARIELLE F HAZ~U`~LA~~~ C~_, PA
STE 202
2000 LINGLESTOWN RD
HARRISBURG PA 17110-9347
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DEPARTMENT OF REVENUE
REY-1547 EX AFP C09-12)
DATE 11-05-2012
ESTATE OF NAVAGATO FRANK H
DATE OF DEATH 10-25-2011
FILE NUMBER 21 11-1214
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(See reverse side under Objections)
Anount Resitted
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 ~ _ _
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NAVAGATO FRANK HFILE N0.:21 11-1214 ACN: ins nArF~ Ii_n~_~n,~
TAX RETURN WAS: C X] ACCEPTED AS FILED C ) 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) 167, 000.00 NOTE: To ensure proper
C2) 29,090.55 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) 18,849.75
C6) 8,527.95
C7) 53, 048.96
Cs) 276.517.21
C9) 30.398.8
C10) 2.5 1 .94
11. Total Deductions (11) 32,910.76
12. Net Value of Tax Return C12) 243,606.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 0 0
14. Net Value of Estate Subject to Tax (13) .
243
606
45
C14) __ ,
.
NOTE: If an assess^ent was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at lineal rate (16) 94;.6nA 4~ x 045 = 10,962.29
17. Amount of Line 14 at sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .00
19. Principal Tax Due (19)= 10,962.29
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-23-2012 CD015503 526.32 10,000
00
07-27-2012 CD016319 .07- .
436.15
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 10,962.40
BALANCE OF TAX DUE .11CR
INTEREST AND PEN. .DO
TOTAL DUE .11CR
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.